Plan Snapshot
- Plan Sponsor: Highland Associates, Ltd Architecture Engineering
- Sponsor EIN: 232491680
- Sponsor Address: 102 HIGHLAND AVENUE, CLARKS SUMMIT, PA, 18411
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $25.3M
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 | 175 | $25.3M | $173,301 | $1.2M |
| 2023 | 141 | $21.9M | $152,187 | $1.1M |
| 2022 | 120 | $18.2M | $129,674 | $1.0M |
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 |
|---|---|---|---|---|
| KRONICK KALADA BERDY & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KRONICK KALADA BERDY & CO. — 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 | $98,401 | $59,105 | — | — | — |
| 2023 | $79,429 | $47,805 | — | — | — |
| 2022 | $81,395 | — | — | — | — |