Plan Snapshot
- Plan Sponsor: R F Fager Company, LLC
- Sponsor EIN: 231937230
- Sponsor Address: 2058 STATE ROAD, CAMP HILL, PA, 17011
- Plan Type: 401(k)
- Total Participants: 206
- Total Assets: $10.6M
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 | 206 | $10.6M | $180,000 | $725,050 |
| 2023 | 193 | $9.4M | $180,000 | $680,454 |
| 2022 | 174 | $8.3M | $180,000 | $658,280 |
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 |
|---|---|---|---|---|
| MCKONLY AND ASBURY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCKONLY AND ASBURY 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 | $60,655 | $25,394 | $22,483 | — | — |
| 2023 | $52,179 | $21,471 | $16,970 | — | — |
| 2022 | $52,050 | $20,297 | $18,625 | — | $13,128 |