Plan Snapshot
- Plan Sponsor: Pwp Enterprises, INC.
- Sponsor EIN: 232270651
- Sponsor Address: 675 STATE AVENUE, EMMAUS, PA, 180493029
- Plan Type: 401(k)
- Total Participants: 323
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 323 | $9.0M | $104,152 | $844,805 |
| 2023 | 315 | $7.7M | $10,038 | $789,487 |
| 2022 | 337 | $6.3M | $132,434 | $769,356 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $30,868 | — | $30,868 |
| STIFEL NICOLAUS | INVESTMENT/FINANCIAL ADVI | $22,936 | — | $22,936 |
| BOYER & RITTER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- STIFEL NICOLAUS — INVESTMENT/FINANCIAL ADVI
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,804
- Estimated Expense Ratio: 0.600% 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 | $53,804 | $23,237 | — | — | — |
| 2023 | $49,441 | $19,236 | — | — | — |
| 2022 | $44,623 | — | — | — | — |