Plan Snapshot
- Plan Sponsor: Klover Sepa INC.
- Sponsor EIN: 815335337
- Sponsor Address: 1121 RICHLAND COMMERCE DRIVE, QUAKERTOWN, PA, 18951
- Plan Type: DC
- Total Participants: 137
- Total Assets: $17.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 137 | $17.9M | $779,169 | $591,624 |
| 2023 | 138 | $15.1M | $381,320 | $470,421 |
| 2022 | 153 | $12.4M | $1.3M | $528,461 |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — Auditor
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 | $76,957 | — | — | — | — |
| 2023 | $124,258 | $124,258 | — | — | — |
| 2022 | $109,938 | $109,938 | — | — | — |