Plan Snapshot
- Plan Sponsor: Hadco Metal Trading Co., LLC
- Sponsor EIN: 204094707
- Sponsor Address: 555 STATE ROAD, BENSALEM, PA, 19020
- Plan Type: 401(k)
- Total Participants: 223
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 223 | $9.2M | $326,704 | $1.0M |
| 2023 | 234 | $7.2M | $308,397 | $994,470 |
| 2022 | 217 | $5.3M | $339,863 | $993,698 |
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 |
|---|---|---|---|---|
| MARCUM | 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 | $72,062 | — | $72,062 | — | — |
| 2023 | $59,333 | $3,056 | $56,277 | — | — |
| 2022 | $50,262 | — | $50,262 | — | — |