Plan Snapshot
- Plan Sponsor: Herman R Ewell INC
- Sponsor EIN: 231490346
- Sponsor Address: 4635 DIVISION HIGHWAY, EAST EARL, PA, 175190008
- Plan Type: 401(k)
- Total Participants: 316
- Total Assets: $17.9M
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 | 316 | $17.9M | $308,314 | $810,833 |
| 2023 | 261 | $15.8M | $281,690 | $807,739 |
| 2022 | 252 | $13.3M | $257,702 | $720,856 |
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 |
|---|---|---|---|---|
| COMPREHENSIVE FINANCIAL PLANNING | INVESTMENT ADVISOR | $62,784 | — | $62,784 |
| MVP PLAN ADMINISTRATORS, INC. | RECORDKEEPER | $39,276 | — | $39,276 |
| ALAN ROSS & COMPANY PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,060
- Estimated Expense Ratio: 0.570% 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 | $102,112 | $62,784 | — | — | — |
| 2023 | $82,712 | $53,783 | $28,929 | — | — |
| 2022 | $80,961 | $57,513 | $23,448 | — | — |