Plan Snapshot
- Plan Sponsor: Utility/Keystone Trailer Sales, INC
- Sponsor EIN: 232063625
- Sponsor Address: 1976 AUCTION ROAD, MANHEIM, PA, 17545
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $13.5M
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 | 131 | $13.5M | $279,998 | $1.0M |
| 2023 | 129 | $11.9M | $279,734 | $949,691 |
| 2022 | 112 | $10.0M | $272,983 | $880,300 |
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 |
|---|---|---|---|---|
| FULTON BANK N.A | NONE | $52,932 | — | $52,932 |
| SIMON LEVER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIMON LEVER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,932
- Estimated Expense Ratio: 0.392% 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 | $52,151 | $41,676 | — | — | — |
| 2023 | $49,412 | — | — | — | — |
| 2022 | $55,595 | — | — | — | — |