Plan Snapshot
- Plan Sponsor: Kleen-Rite Corporation
- Sponsor EIN: 231712065
- Sponsor Address: 257 SOUTH NINTH STREET, COLUMBIA, PA, 17512
- Plan Type: DB
- Total Participants: 154
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 154 | $5.7M | $0 | $0 |
| 2023 | 155 | $5.3M | $470,800 | $0 |
| 2022 | 144 | $4.6M | $715,784 | $0 |
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 | $28,938 | $28,673 | — | — | — |
| 2023 | $24,701 | $24,226 | — | — | — |
| 2022 | $20,420 | $20,420 | — | — | — |