Plan Snapshot
- Plan Sponsor: Imageone Industries, LLC
- Sponsor EIN: 475251282
- Sponsor Address: 677 DUNKSFERRY RD, BENSALEM, PA, 19020
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $5.4M
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 | 189 | $5.4M | $75,431 | $561,212 |
| 2023 | 170 | $4.8M | $68,162 | $520,497 |
| 2022 | 130 | $4.0M | $84,412 | $509,266 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $23,115 | — | $23,115 |
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $16,157 | $655 | $16,812 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,927
- Estimated Expense Ratio: 0.740% 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 | $39,273 | $16,158 | — | — | — |
| 2023 | $32,082 | $13,494 | — | — | — |
| 2022 | $33,072 | — | — | — | — |