Plan Snapshot
- Plan Sponsor: Iron Hill Brewery
- Sponsor EIN: 522032130
- Sponsor Address: 260 EAGLEVIEW BLVD, EXTON, PA, 19341
- Plan Type: 401(k)
- Total Participants: 1,038
- Total Assets: $6.3M
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 | 1,038 | $6.3M | $85,262 | $428,476 |
| 2023 | 1,172 | $6.0M | $101,498 | $496,952 |
| 2022 | 1,184 | $4.9M | $123,337 | $606,040 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL COMPANY | INVESTMENT ADVISOR | $56,518 | — | $56,518 |
| COMMONWEALTH FINANCIAL NETWORK | INVESTMENT ADVISOR | $15,646 | — | $15,646 |
| ATLANTIC PENSION SERVICES, INC. | RECORDKEEPER | $7,479 | — | $7,479 |
| CARON & BLETZER, PLLC | ACCOUNTANT/AUDITOR | $6,750 | — | $6,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL COMPANY — INVESTMENT ADVISOR
- COMMONWEALTH FINANCIAL NETWORK — INVESTMENT ADVISOR
- CARON & BLETZER, PLLC — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,393
- Estimated Expense Ratio: 1.365% 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 | $86,393 | $40,768 | — | — | — |
| 2023 | $37,729 | — | — | — | — |
| 2022 | $37,263 | — | — | — | $37,263 |