Plan Snapshot
- Plan Sponsor: New Hudson Facades, LLC
- Sponsor EIN: 300829427
- Sponsor Address: 815 COLUMBIA AVE, LINWOOD, PA, 19061
- Plan Type: 401(k)
- Total Participants: 330
- Total Assets: $22.7M
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 | 330 | $22.7M | $1.5M | $2.3M |
| 2023 | 407 | $17.8M | $1.4M | $2.2M |
| 2022 | 382 | $13.1M | $1.2M | $2.0M |
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | INVESTMENT ADVISOR | $58,903 | — | $58,903 |
| PENTEGRA | CONTRACT ADMIN | $33,798 | — | $33,798 |
| JP MORGAN INVEST HOLDINGS LLC | RECORDKEEPER | $11,092 | — | $11,092 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,793
- Estimated Expense Ratio: 0.457% 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 | $88,068 | — | $88,068 | — | — |
| 2023 | $73,903 | — | $73,903 | — | — |
| 2022 | $64,965 | — | $64,965 | — | — |