Plan Snapshot
- Plan Sponsor: Meshoppen Stone INC.
- Sponsor EIN: 232075294
- Sponsor Address: 131 FRANTZ ROAD, MESHOPPEN, PA, 18630
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 242
- Total Assets: $11.3M
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 | 242 | $11.3M | $279,296 | $565,259 |
| 2023 | 247 | $10.0M | $285,067 | $598,626 |
| 2022 | 244 | $8.3M | $277,643 | $582,740 |
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 |
|---|---|---|---|---|
| KRONICK KALADA BERDY & CO., P.C. | 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 | $2,475 | — | $2,475 | — | — |
| 2023 | $2,010 | — | $2,010 | — | — |
| 2022 | $1,935 | — | $1,935 | — | — |