Plan Snapshot
- Plan Sponsor: Pella Mid-Atlantic INC.
- Sponsor EIN: 831224745
- Sponsor Address: 12100 BALTIMORE AVE STE 1, BELTSVILLE, MD, 207051374
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $19.1M
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 | 183 | $19.1M | $98,834 | $1.3M |
| 2023 | 192 | $16.8M | $106,191 | $1.3M |
| 2022 | 220 | $15.5M | $111,448 | $1.3M |
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 |
|---|---|---|---|---|
| BENEFIT AUDIT GROUP, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT AUDIT GROUP, LLC — 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 | $78,915 | — | $78,915 | — | — |
| 2023 | $128,941 | — | $128,941 | — | — |
| 2022 | $73,016 | — | $73,016 | — | — |