Plan Snapshot
- Plan Sponsor: Tyoga Container Company, INC.
- Sponsor EIN: 251209804
- Sponsor Address: P.O. BOX 517, TIOGA, PA, 16946
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 140 | $12.3M | $267,577 | $477,690 |
| 2023 | 129 | $11.6M | $254,066 | $468,253 |
| 2022 | 124 | $10.0M | $256,167 | $478,848 |
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 |
|---|---|---|---|---|
| CITIZENS & NORTHERN BANK | TRUSTEE | $48,521 | — | $48,521 |
| SIMON LEVER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIMON LEVER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,521
- Estimated Expense Ratio: 0.396% 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 | $48,639 | $48,639 | — | — | — |
| 2023 | $48,114 | $48,114 | — | — | — |
| 2022 | $44,404 | $44,404 | — | — | — |