Plan Snapshot
- Plan Sponsor: Societal Cdmo, INC.
- Sponsor EIN: 261523233
- Sponsor Address: 1 E. UWCHLAN AVE, SUITE 112, EXTON, PA, 19341
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $672,230 | $2.3M |
| 2023 | 267 | $35.0M | $1.5M | $2.6M |
| 2022 | 273 | $27.4M | $1.4M | $2.4M |
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 |
|---|---|---|---|---|
| LPL-RP | NONE | $108,854 | — | $108,854 |
| THE VANGUARD GROUP, INC. | NONE | $78,624 | — | $78,624 |
| TORRILLO AND ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- TORRILLO AND ASSOCIATES, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $187,478
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 | $133,773 | — | — | — | — |
| 2023 | $91,439 | — | — | — | — |
| 2022 | $66,880 | — | — | — | — |