Plan Snapshot
- Plan Sponsor: Mount Airy #1, LLC
- Sponsor EIN: 201454362
- Sponsor Address: 312 WOODLAND ROAD, MT. POCONO, PA, 18344
- Plan Type: 401(k)
- Total Participants: 772
- Total Assets: $16.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 772 | $16.0M | $347,029 | $1.9M |
| 2023 | 810 | $14.3M | $341,607 | $1.9M |
| 2022 | 820 | $12.3M | $334,438 | $1.9M |
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 | Auditor | $11,800 | — | $11,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KRONICK, KALADA, BERDY & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,800
- Estimated Expense Ratio: 0.074% 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 |
|---|---|---|---|---|---|
| 2024 | $136,667 | $3,143 | $121,724 | $11,800 | — |
| 2023 | $128,166 | $2,802 | $113,764 | $11,600 | — |
| 2022 | $122,037 | $2,825 | $108,312 | — | $10,900 |