Plan Snapshot
- Plan Sponsor: Harry Lawall & Son 401(K) Plan
- Sponsor EIN: 232098213
- Sponsor Address: 3000 CABOT BLVD W, LANGHORNE, PA, 19047
- Plan Type: 401(k)
- Total Participants: 188
- Total Assets: $29.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 188 | $29.4M | $478,926 | $961,357 |
| 2023 | 176 | $26.5M | $433,966 | $842,923 |
| 2022 | 160 | $21.7M | $391,021 | $759,229 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $6,269 | $3,163 | — | — | — |
| 2023 | $9,596 | $5,559 | — | — | — |
| 2022 | $12,802 | $6,312 | — | — | — |