Plan Snapshot
- Plan Sponsor: Penteledata Limited Partnership I
- Sponsor EIN: 232788828
- Sponsor Address: 613 N. THIRD STREET, PALMERTON, PA, 18071
- Plan Type: 401(k)
- Total Participants: 252
- Total Assets: $7.1M
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 | 252 | $7.1M | $207,928 | $727,262 |
| 2023 | 233 | $5.5M | $188,992 | $643,558 |
| 2022 | 219 | $4.1M | $171,172 | $574,323 |
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 |
|---|---|---|---|---|
| BARSZ GOWIE AMON FULTZ 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 | $38,705 | $1,235 | — | — | — |
| 2023 | $27,787 | $902 | — | — | — |
| 2022 | $23,628 | — | — | — | $23,628 |