# Iron Hill Brewery 401(k) Plan
Source: https://planprovider.pro/companies/iron-hill-brewery-401k-plan

> Iron Hill Brewery's 401(k) plan: 1,038 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — INVESTMENT ADVISOR

- [COMMONWEALTH FINANCIAL NETWORK](https://planprovider.pro/provider/commonwealth-financial-network) — INVESTMENT ADVISOR

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|

## Similar Plans

- [D.G. Yuengling & Son, INC.](https://planprovider.pro/companies/d-g-yuengling-son-inc-401k-plan) — 332 participants

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