Plan Snapshot
- Plan Sponsor: Volpe And Koenig, P.C.
- Sponsor EIN: 232482335
- Sponsor Address: 30 SOUTH 17TH STREET, PHILADELPHIA, PA, 191034001
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $47.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 90 | $47.1M | $1.0M | $1.1M |
| 2023 | 91 | $39.6M | $1.0M | $1.1M |
| 2022 | 86 | $34.2M | $479,427 | $982,429 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | -$1,181 | $897 | $300 | — | — |
| 2023 | $745 | $2,973 | — | — | — |
| 2022 | $2,148 | $4,797 | — | — | — |