Plan Snapshot
- Plan Sponsor: Stern & Eisenberg, PC
- Sponsor EIN: 451578526
- Sponsor Address: 1581 MAIN STREET, WARRINGTON, PA, 18976
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $5.7M
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 | 98 | $5.7M | $200,732 | $389,091 |
| 2023 | 112 | $5.0M | $199,408 | $414,070 |
| 2022 | 109 | $4.4M | $208,449 | $394,298 |
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 |
|---|---|---|---|---|
| TORRILLO & ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TORRILLO & ASSOCIATES, LLC — 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 | $26,884 | $22,504 | — | — | — |
| 2023 | $34,928 | $20,354 | — | — | — |
| 2022 | $39,556 | $22,842 | $16,714 | — | — |