Plan Snapshot
- Plan Sponsor: Geo. W. Kistler, INC.
- Sponsor EIN: 231729679
- Sponsor Address: 2210 CITY LINE ROAD, BETHLEHEM, PA, 18017
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 210 | $14.8M | $392,670 | $1.1M |
| 2023 | 211 | $13.9M | $363,272 | $978,665 |
| 2022 | 197 | $11.1M | $290,983 | $809,106 |
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 |
|---|---|---|---|---|
| THE GATTUSO GROUP, INC. | 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 |
|---|---|---|---|---|---|
| 2025 | $26,325 | $19,031 | $7,294 | — | — |
| 2024 | $58,993 | $28,970 | $30,023 | — | — |
| 2023 | $47,414 | $23,379 | $24,035 | — | — |
| 2022 | $48,353 | $22,999 | $25,354 | — | — |