Plan Snapshot
- Plan Sponsor: Skh Management Co
- Sponsor EIN: 231548664
- Sponsor Address: PO BOX 1500, LITITZ, PA, 17543
- Plan Type: 401(k)
- Total Participants: 436
- Total Assets: $26.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 436 | $26.4M | $45,511 | $1.4M |
| 2023 | 494 | $23.7M | $43,122 | $1.4M |
| 2022 | 510 | $21.6M | $52,684 | $1.5M |
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 |
|---|---|---|---|---|
| STIFEL NICOLAUS & CO INC | INVESTMENT ADVISOR | $38,399 | — | $38,399 |
| PA RETIREMENT SOLUTIONS, INC. | TPA | $18,431 | — | $18,431 |
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $13,153 | — | $13,153 |
| BROWN PLUS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN PLUS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,983
- Estimated Expense Ratio: 0.265% 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 | $9,606 | — | $9,606 | — | — |
| 2023 | $43,926 | $43,926 | — | — | — |
| 2022 | $45,598 | — | $45,598 | — | — |