Plan Snapshot
- Plan Sponsor: Nappen & Associates
- Sponsor EIN: 236515849
- Sponsor Address: 171 CORPORATE DRIVE, MONTGOMERYVILLE, PA, 18936
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $12.2M
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 | 98 | $12.2M | $97,225 | $635,197 |
| 2023 | 107 | $10.9M | $90,645 | $606,097 |
| 2022 | 107 | $9.0M | $96,947 | $645,752 |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — 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 | $58,664 | $29,473 | $29,191 | — | — |
| 2023 | $54,796 | $28,329 | $26,467 | — | — |
| 2022 | $54,177 | $23,095 | $26,952 | — | — |