# Pwp Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pwp-enterprises-inc-401k-plan

> Pwp Enterprises, INC.'s 401(k) plan: 323 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [STIFEL NICOLAUS](https://planprovider.pro/provider/stifel-nicolaus-and-company-incorporated) — 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|—|—|—|—|

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