Plan Snapshot
- Plan Sponsor: George J. Hayden, INC
- Sponsor EIN: 232116323
- Sponsor Address: 410 AIRPORT ROAD, HAZLE TOWNSHIP, PA, 18202
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $22.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 101 | $22.1M | $1.2M | $508,226 |
| 2023 | 98 | $20.9M | $801,339 | $445,000 |
| 2022 | 95 | $17.4M | $661,318 | $412,354 |
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 |
|---|---|---|---|---|
| VALLEY FORGE PENSION MANAGEMENT | THIRD PARTY ADMIN | — | $10,412 | $10,412 |
| MORNINGSTAR | SERVICE PROVIDER | — | $6,281 | $6,281 |
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | — | $5,494 | $5,494 |
| BUCKNO LISICKY & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORNINGSTAR — SERVICE PROVIDER
- BUCKNO LISICKY & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,187
- Estimated Expense Ratio: 0.100% of plan assets
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 | $11,688 | $3,759 | $4,570 | — | — |
| 2023 | $13,860 | $3,628 | $2,250 | — | — |
| 2022 | $8,330 | — | — | — | $8,330 |