Plan Snapshot
- Plan Sponsor: Warfel Construction Company
- Sponsor EIN: 232808789
- Sponsor Address: 1110 ENTERPRISE ROAD, EAST PETERSBURG, PA, 17520
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 329
- Total Assets: $24.0M
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. |
|---|---|---|---|---|
| 2025 | 329 | $24.0M | $0 | $0 |
| 2024 | 262 | $18.5M | $595,560 | $1.6M |
| 2023 | 239 | $15.9M | $497,373 | $1.4M |
| 2022 | 197 | $12.4M | $357,915 | $998,822 |
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 |
|---|---|---|---|---|
| MASTERS ADVISORS INC | Investment Advisor | $59,162 | — | $59,162 |
| CAPITAL GROUP RETIREMENT PLAN SVCS. | Recordkeeper | $28,179 | — | $28,179 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,341
- Estimated Expense Ratio: 0.364% 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 |
|---|---|---|---|---|---|
| 2025 | $2,058,149 | $59,162 | — | — | — |
| 2024 | $82,280 | $49,511 | — | — | — |
| 2023 | $63,316 | $39,195 | — | — | — |
| 2022 | $58,484 | — | $58,484 | — | — |