Plan Snapshot
- Plan Sponsor: W. Atlee Burpee And Company
- Sponsor EIN: 230447250
- Sponsor Address: 300 PARK AVENUE, WARMINSTER, PA, 18974
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $19.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 171 | $19.1M | $146,603 | $918,702 |
| 2023 | 166 | $18.4M | $242,009 | $983,380 |
| 2022 | 165 | $15.3M | $266,296 | $857,296 |
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 |
|---|---|---|---|---|
| CAMPBELL, RAPPOLD & YURASITS LLP | Auditor | — | — | $0 |
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 | -$661 | — | — | — | — |
| 2023 | -$4,800 | — | — | — | — |
| 2022 | -$2,692 | — | — | — | — |