Plan Snapshot
- Plan Sponsor: The Degol Organization LP
- Sponsor EIN: 251683532
- Sponsor Address: 3229 PLEASANT VALLEY BOULEVARD, ALTOONA, PA, 16602
- Plan Type: 401(k)
- Total Participants: 264
- Total Assets: $22.3M
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 | 264 | $22.3M | $500,873 | $813,528 |
| 2023 | 266 | $20.2M | $506,636 | $813,096 |
| 2022 | 264 | $18.6M | $488,957 | $756,606 |
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 |
|---|---|---|---|---|
| PETERSON ACCOUNTING GROUP PC | Auditor | $7,166 | — | $7,166 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,166
- Estimated Expense Ratio: 0.032% 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 | $62,391 | $45,607 | $1,000 | $7,166 | — |
| 2023 | $101,532 | $44,663 | $35,302 | $6,134 | — |
| 2022 | $102,961 | $41,917 | $33,991 | — | $27,053 |