Plan Snapshot
- Plan Sponsor: W.J. Beitler Co.
- Sponsor EIN: 250347689
- Sponsor Address: 3379 STAFFORD STREET, PITTSBURGH, PA, 15204
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $16.2M
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 | 145 | $16.2M | $297,336 | $620,486 |
| 2023 | 173 | $15.4M | $268,598 | $698,521 |
| 2022 | 107 | $13.2M | $216,551 | $560,087 |
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 |
|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | Investment Advisor | $51,920 | — | $51,920 |
| CAPITAL GROUP RETIREMENT PLAN SVCS. | Recordkeeper | $13,454 | — | $13,454 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,374
- Estimated Expense Ratio: 0.404% 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 | $65,374 | $51,920 | — | — | — |
| 2023 | $51,880 | $47,236 | — | — | — |
| 2022 | $64,049 | — | $64,049 | — | — |