Plan Snapshot
- Plan Sponsor: Lift-All Company INC
- Sponsor EIN: 231649025
- Sponsor Address: 1909 MCFARLAND, LANDISVILLE, PA, 175380027
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 283
- Total Assets: $27.6M
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. |
|---|---|---|---|---|
| 2025 | 283 | $27.6M | $0 | $0 |
| 2024 | 221 | $25.5M | $361,540 | $801,287 |
| 2023 | 230 | $25.6M | $366,403 | $786,469 |
| 2022 | 232 | $24.2M | $325,713 | $754,926 |
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 |
|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | Other Service Provider | $23,789 | — | $23,789 |
| TROUT CPA | Other Service Provider | $16,950 | — | $16,950 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,739
- Estimated Expense Ratio: 0.147% 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 |
|---|---|---|---|---|---|
| 2025 | $2,988,647 | — | — | — | — |
| 2024 | $4,780 | — | — | — | — |
| 2023 | $3,390 | — | — | — | — |
| 2022 | $3,900 | — | — | — | — |