Plan Snapshot
- Plan Sponsor: The Haverford Trust Company
- Sponsor EIN: 232329854
- Sponsor Address: THREE RADNOR CORP. CENTER, STE. 450, RADNOR, PA, 190874580
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $59.1M
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 | 145 | $59.1M | $831,909 | $2.4M |
| 2023 | 135 | $49.7M | $806,075 | $2.3M |
| 2022 | 128 | $39.3M | $1.2M | $2.0M |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — 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 | $20,261 | $1,585 | — | — | — |
| 2023 | $16,436 | $885 | — | — | — |
| 2022 | $17,547 | $2,021 | — | — | — |