Plan Snapshot
- Plan Sponsor: The Warrell Corporation
- Sponsor EIN: 232179049
- Sponsor Address: 1250 SLATE HILL ROAD, CAMP HILL, PA, 17011
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $5.2M
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 | 102 | $5.2M | $126,532 | $270,092 |
| 2023 | 103 | $5.9M | $124,529 | $249,307 |
| 2022 | 105 | $5.5M | $116,653 | $244,747 |
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 |
|---|---|---|---|---|
| CORNERSTONE ADVISORS ASSET MGMNT | REGISTERED INV ADVISOR | $22,000 | — | $22,000 |
| STAMBAUGH NESS, INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CORNERSTONE ADVISORS ASSET MGMNT — REGISTERED INV ADVISOR
- STAMBAUGH NESS, INC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,000
- Estimated Expense Ratio: 0.426% 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 | $40,169 | $22,000 | $18,169 | — | — |
| 2023 | $40,736 | $22,295 | $18,441 | — | — |
| 2022 | $41,763 | $22,583 | $17,568 | — | $1,612 |