Plan Snapshot
- Plan Sponsor: Shady Maple Farm Market, INC.
- Sponsor EIN: 231901146
- Sponsor Address: 1324 MAIN STREET, EAST EARL, PA, 17519
- Plan Type: 401(k)
- Total Participants: 527
- Total Assets: $16.8M
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 | 527 | $16.8M | $345,908 | $712,592 |
| 2023 | 412 | $14.4M | $318,213 | $602,236 |
| 2022 | 379 | $12.3M | $301,648 | $598,231 |
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 |
|---|---|---|---|---|
| NWPS | NONE | $10,042 | — | $10,042 |
| SIMON LEVER LLC | NONE | $9,000 | — | $9,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NWPS — NONE
- SIMON LEVER LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,042
- Estimated Expense Ratio: 0.114% 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 | $19,042 | — | — | $9,000 | — |
| 2023 | $14,423 | — | — | — | — |
| 2022 | $15,164 | — | — | — | $15,164 |