Plan Snapshot
- Plan Sponsor: Veka Holdings, INC.
- Sponsor EIN: 251716653
- Sponsor Address: 100 VEKA DRIVE, FOMBELL, PA, 16123
- Plan Type: DC
- Total Participants: 863
- Total Assets: $84.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 863 | $84.2M | $1.8M | $3.5M |
| 2023 | 776 | $79.7M | $1.8M | $3.0M |
| 2022 | 843 | $66.9M | $1.6M | $2.9M |
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 |
|---|---|---|---|---|
| DUNBAR BENDER & ZAPF | CONTRACT ADMIN | $84,208 | — | $84,208 |
| ROBERT W BAIRD & CO INCORPORATED | INVESTMENT ADVISOR | $78,919 | — | $78,919 |
| CAPITAL GROUP RETIREMENT PLAN SERVI | RECORDKEEPER | $62,113 | — | $62,113 |
| HOLSINGER, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLSINGER, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $225,240
- Estimated Expense Ratio: 0.267% 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 | $201,240 | $78,919 | $122,321 | — | — |
| 2023 | $152,292 | — | $130,042 | — | — |
| 2022 | $166,186 | — | $166,186 | — | — |