Plan Snapshot
- Plan Sponsor: G Robert Bilger INC
- Sponsor EIN: 232353630
- Sponsor Address: 201 SOUTH CENTRE AVENUE, LEESPORT, PA, 19533
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 219 | $4.4M | $0 | $549,280 |
| 2023 | 216 | $3.5M | $0 | $474,853 |
| 2022 | 121 | $3.0M | $0 | $515,366 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BOYER & RITTER LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $27,306 | $13,486 | — | — | — |
| 2023 | $24,562 | $10,907 | — | — | — |
| 2022 | — | — | — | — | — |