Plan Snapshot
- Plan Sponsor: J. D. Eckman, INC.
- Sponsor EIN: 231413783
- Sponsor Address: 4781 LOWER VALLEY RD, ATGLEN, PA, 193109724
- Plan Type: 401(k)
- Total Participants: 566
- Total Assets: $132.6M
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 | 566 | $132.6M | $6.1M | $4.1M |
| 2023 | 504 | $112.5M | $4.8M | $3.5M |
| 2022 | 483 | $93.8M | $4.9M | $3.3M |
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 |
|---|---|---|---|---|
| TROUT CPA | Auditor | $19,000 | — | $19,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TROUT CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,000
- Estimated Expense Ratio: 0.014% 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 | $146,650 | $56,204 | $15,925 | $19,000 | — |
| 2023 | $137,725 | $75,000 | $15,646 | $14,950 | — |
| 2022 | $155,255 | — | $155,255 | — | — |