Plan Snapshot
- Plan Sponsor: H.H. Knoebel Sons, INC.
- Sponsor EIN: 231935955
- Sponsor Address: 391 KNOEBELS BLVD., ELYSBURG, PA, 17824
- Plan Type: 401(k)
- Total Participants: 357
- Total Assets: $7.0M
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. |
|---|---|---|---|---|
| 2024 | 357 | $7.0M | $160,942 | $961,501 |
| 2023 | 159 | $5.6M | $157,576 | $881,596 |
| 2022 | 187 | $4.8M | $446,501 | $813,184 |
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 |
|---|---|---|---|---|
| HERBEIN AND COMPANY INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HERBEIN AND COMPANY INC — Auditor
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 | $61,380 | $20,812 | — | — | — |
| 2023 | $45,939 | $19,271 | — | — | — |
| 2022 | $34,965 | — | — | — | — |