Plan Snapshot
- Plan Sponsor: Stoltzfus Truck Brokerage INC.
- Sponsor EIN: 232589806
- Sponsor Address: 30 SLAYMAKER HILL ROAD, KINZERS, PA, 17535
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 41
- Total Assets: $53,905
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 41 | $53,905 | $494,533 | $123,233 |
| 2023 | 43 | $123,226 | $495,725 | $123,734 |
| 2022 | 41 | $165,421 | $411,891 | $102,392 |
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 |
|---|---|---|---|---|
| HARDING-YOST INSURANCE ASSOCIATES | Investment Advisor | $15,300 | — | $15,300 |
| THE BENECON GROUP, LLC | Investment Advisor | $13,127 | — | $13,127 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,427
- Estimated Expense Ratio: 52.735% 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 | $713,547 | — | — | — | — |
| 2023 | $659,742 | — | — | — | — |
| 2022 | $408,527 | — | — | — | — |