Plan Snapshot
- Plan Sponsor: Hatzel & Buehler, INC.
- Sponsor EIN: 130828930
- Sponsor Address: 1 RIGHTER PARKWAY SUITE 300, WILMINGTON, DE, 19803
- Plan Type: 401(k)
- Total Participants: 371
- Total Assets: $41.0M
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 | 371 | $41.0M | $949,211 | $3.1M |
| 2023 | 316 | $34.6M | $762,369 | $2.6M |
| 2022 | 282 | $27.5M | $618,954 | $2.1M |
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 |
|---|---|---|---|---|
| HORTY AND HORTY, PA | 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 | $53,096 | $12,722 | — | — | — |
| 2023 | $43,672 | $8,476 | — | — | — |
| 2022 | $40,717 | $10,756 | $29,961 | — | — |