Plan Snapshot
- Plan Sponsor: Melhorn Sales, Service, & Trucking Co.
- Sponsor EIN: 231893867
- Sponsor Address: 1010 W MAIN STREET, MOUNT JOY, PA, 17552
- Plan Type: 401(k)
- Total Participants: 234
- Total Assets: $4.6M
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 | 234 | $4.6M | $193,189 | $377,509 |
| 2023 | 213 | $3.9M | $164,889 | $329,795 |
| 2022 | 204 | $2.9M | $157,407 | $305,520 |
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 |
|---|---|---|---|---|
| SIMON LEVER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIMON LEVER LLC — 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 | $355,053 | — | $27,528 | — | — |
| 2023 | $284,469 | — | $21,530 | — | — |
| 2022 | $18,357 | — | — | — | — |