Plan Snapshot
- Plan Sponsor: Roberts Filter Holding Company
- Sponsor EIN: 231024630
- Sponsor Address: 180 WATER WORKS ROAD, COATESVILLE, PA, 19320
- Plan Type: 401(k)
- Total Participants: 55
- Total Assets: $1.6M
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 | 55 | $1.6M | $75,708 | $211,584 |
| 2023 | 44 | $1.2M | $78,724 | $160,234 |
| 2022 | 40 | $908,382 | $50,880 | $114,074 |