Plan Snapshot
- Plan Sponsor: Phb Die Casting INC.
- Sponsor EIN: 250924453
- Sponsor Address: 7900 WEST RIDGE ROAD, FAIRVIEW, PA, 16415
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $9.5M
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 | 155 | $9.5M | $183,959 | $292,155 |
| 2023 | 145 | $9.0M | $177,346 | $287,493 |
| 2022 | 151 | $8.3M | $182,732 | $305,053 |
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 |
|---|---|---|---|---|
| SCHAFFNER, KNIGHT, MINNAUGH & C | Auditor | $9,105 | — | $9,105 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,105
- Estimated Expense Ratio: 0.096% 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 | $50,050 | — | — | $9,105 | — |
| 2023 | $15,720 | — | — | $15,720 | — |
| 2022 | — | — | — | — | — |