Plan Snapshot
- Plan Sponsor: Okna Windows Corporation
- Sponsor EIN: 232750545
- Sponsor Address: 400 CROSSINGS DR., BRISTOL, PA, 19007
- Plan Type: 401(k)
- Total Participants: 312
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 312 | $2.8M | $87,014 | $291,776 |
| 2023 | 330 | $2.2M | $80,732 | $260,595 |
| 2022 | 404 | $1.6M | $89,286 | $249,658 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | RECORD KEEPER | $18,077 | — | $18,077 |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | RECORD KEEPER | $9,913 | — | $9,913 |
| COULTER & JUSTUS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS CO — RECORD KEEPER
- ADMIN. GROUP, LLC DBA TAG RESOURCES — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,990
- Estimated Expense Ratio: 1.006% 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 | $27,990 | — | — | — | — |
| 2023 | $28,173 | — | $14,170 | — | — |
| 2022 | $22,224 | — | $22,224 | — | — |