Plan Snapshot
- Plan Sponsor: Pennsylvania Tool Sales & Services
- Sponsor EIN: 251356417
- Sponsor Address: 625 BEV ROAD, YOUNGSTOWN, OH, 44512
- Plan Type: DC
- Total Participants: 137
- Total Assets: $58.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 137 | $58.5M | $0 | $0 |
| 2023 | 128 | $55.1M | $1.9M | $0 |
| 2022 | 133 | $48.0M | $1.9M | $0 |
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 |
|---|---|---|---|---|
| FLUENT & ASSOCIATES, LLC | Auditor | — | — | $0 |
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 | $115,066 | — | $115,066 | — | — |
| 2023 | $102,793 | — | $102,793 | — | — |
| 2022 | $118,210 | — | $118,210 | — | — |