Plan Snapshot
- Plan Sponsor: Thomas E. Strauss, INC.
- Sponsor EIN: 231694101
- Sponsor Address: 2811 LINCOLN HIGHWAY EAST, RONKS, PA, 17572
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 56
- Total Assets: $97,928
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 56 | $97,928 | $648,632 | $242 |
| 2023 | 52 | $21,329 | $87,848 | $19,515 |
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 |
|---|---|---|---|---|
| ASSURED PARTNERS (CENTRAL PA) | Investment Advisor | $20,295 | — | $20,295 |
| THE BENECON GROUP | Investment Advisor | $11,900 | — | $11,900 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,195
- Estimated Expense Ratio: 32.876% 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 | $783,120 | — | — | — | — |
| 2023 | $101,749 | — | — | — | — |