Plan Snapshot
- Plan Sponsor: Total Rental INC.
- Sponsor EIN: 231980255
- Sponsor Address: 480 W. POTHOUSE ROAD, PHOENIXVILLE, PA, 19460
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 37
- Total Assets: $8,374
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 | 37 | $8,374 | $400,015 | $113,443 |
| 2023 | 40 | $95,647 | $386,774 | $155,087 |
| 2022 | 39 | $56,150 | -$874,911 | $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 |
|---|---|---|---|---|
| ONEDIGITAL (PHILADELPHIA) | Investment Advisor | $20,586 | — | $20,586 |
| THE BENECON GROUP | Investment Advisor | $10,624 | — | $10,624 |
| INDEPENDENCE ADMINISTRATORS (IA) | Other Service Provider | $9,445 | — | $9,445 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,655
- Estimated Expense Ratio: 485.491% 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 | $718,076 | — | — | — | — |
| 2023 | $522,855 | — | — | — | — |
| 2022 | $444,518 | — | — | — | — |