Plan Snapshot
- Plan Sponsor: Newtown-Slocomb Manufacturing, INC.
- Sponsor EIN: 510411862
- Sponsor Address: 767 SANS SOUCI PARKWAY, HANOVER, PA, 18706
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $579,843
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 | 217 | $579,843 | $0 | $83,986 |
| 2023 | 217 | $520,857 | $0 | $86,092 |
| 2022 | 200 | $391,521 | $0 | $62,267 |
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 AND CO., P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KRONICK KALADA BERDY AND CO., P.C — 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 | $3,340 | — | $3,340 | — | — |
| 2023 | $2,127 | — | $2,127 | — | — |
| 2022 | $3,009 | — | $3,009 | — | — |