Plan Snapshot
- Plan Sponsor: The Krapf Bus Companies
- Sponsor EIN: 231689699
- Sponsor Address: 1030 ANDREW DRIVE, WEST CHESTER, PA, 193804291
- Plan Type: 401(k)
- Total Participants: 1,664
- Total Assets: $26.9M
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 | 1,664 | $26.9M | $840,620 | $1.6M |
| 2023 | 2,137 | $24.5M | $578,800 | $1.3M |
| 2022 | 2,250 | $22.4M | $605,831 | $1.4M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $111,295 | — | $111,295 |
| AXA ADVISORS, LLC | BROKER | — | $25,803 | $25,803 |
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- PKF O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $137,098
- Estimated Expense Ratio: 0.509% 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 | $111,295 | — | — | — | — |
| 2023 | $94,135 | — | — | — | — |
| 2022 | $105,090 | — | — | — | — |