# Julius Silvert, INC. 401(k) Plan
Source: https://planprovider.pro/companies/julius-silvert-inc-401k-plan

> Julius Silvert, INC.'s 401(k) plan: 147 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Julius Silvert, INC.

- **Sponsor EIN:** 231626373

- **Sponsor Address:** 231 E. LUZERNE STREET, PHILADELPHIA, PA, 19124

- **Plan Type:** 401(k)

- **Total Participants:** 147

- **Total Assets:** $4.3M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|147|$4.3M|$171,447|$394,660|

| 2023|167|$3.8M|$132,819|$337,403|

| 2022|149|$3.0M|$65,237|$238,872|

## 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|

| LOCKE & WELSH, P.C.|Auditor|—|—|$0|

## 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|$703,484|—|$744|—|—|

| 2023|$397,005|—|$644|—|—|

| 2022|$306|—|—|—|—|

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