Plan Snapshot
- Plan Sponsor: Kleen-Rite Corporation
- Sponsor EIN: 231712065
- Sponsor Address: PO BOX 886, COLUMBIA, PA, 17512
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $13.6M
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 | 158 | $13.6M | $602,094 | $438,266 |
| 2023 | 160 | $11.6M | $579,088 | $390,008 |
| 2022 | 149 | $9.5M | $542,738 | $350,573 |
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 |
|---|---|---|---|---|
| BERTZ, HESS & CO, LLP | 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 | $15,951 | — | $15,951 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $4,077 | — | $4,077 | — | — |