Plan Snapshot
- Plan Sponsor: Therm-Omega-Tech, INC.
- Sponsor EIN: 232281908
- Sponsor Address: 353 IVYLAND ROAD, WARMINSTER, PA, 18974
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $13.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 155 | $13.7M | $1.1M | $546,676 |
| 2023 | 123 | $11.2M | $787,051 | $451,402 |
| 2022 | 150 | $8.1M | $509,485 | $316,009 |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC | Auditor | — | — | $0 |
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 | $3,371 | — | — | — | — |
| 2023 | $7,945 | — | — | — | — |
| 2022 | — | — | — | — | — |