# Herman R Ewell INC 401(k) Plan
Source: https://planprovider.pro/companies/herman-r-ewell-inc-401k-plan

> Herman R Ewell INC's 401(k) plan: 316 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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