Plan Snapshot
- Plan Sponsor: Port Amherst, Ltd.
- Sponsor EIN: 550628911
- Sponsor Address: #2 PORT AMHERST DR, CHARLESTON, WV, 25306
- Plan Type: 401(k)
- Total Participants: 382
- Total Assets: $31.4M
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 | 382 | $31.4M | $691,693 | $1.3M |
| 2023 | 372 | $29.7M | $687,268 | $1.3M |
| 2022 | 372 | $26.2M | $702,230 | $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 |
|---|---|---|---|---|
| BROWN, EDWARDS & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN, EDWARDS & COMPANY, LLP — 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 | $53,132 | $4,542 | — | — | — |
| 2023 | $52,648 | $4,447 | — | — | — |
| 2022 | $50,316 | $4,348 | — | — | $600 |