Plan Snapshot
- Plan Sponsor: Mountain Ridge Metals, LLC
- Sponsor EIN: 364919989
- Sponsor Address: 1517 ROUTE 209, MILLERSBURG, PA, 17061
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $5.5M
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 | 111 | $5.5M | $50,134 | $269,010 |
| 2023 | 96 | $5.2M | $45,256 | $239,758 |
| 2022 | 80 | $4.4M | $47,605 | $258,441 |
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 |
|---|---|---|---|---|
| BROWN SCHULTZ SHERIDAN & FRITZ | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN SCHULTZ SHERIDAN & FRITZ — 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 | $3,065 | — | $2,765 | — | — |
| 2023 | $3,045 | — | $2,905 | — | — |
| 2022 | $3,985 | — | — | — | $3,985 |