Plan Snapshot
- Plan Sponsor: Warfel Construction Company
- Sponsor EIN: 232808789
- Sponsor Address: 1110 ENTERPRISE ROAD, EAST PETERSBURG, PA, 17520
- Plan Type: 401(k)
- Total Participants: 262
- Total Assets: $18.5M
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 | 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 |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | RECORDKEEPER | $32,769 | — | $32,769 |
| MASTERS ADVISORS INC | INVESTMENT ADVISOR | $26,645 | — | $26,645 |
| SECURITIES AMERICA ADVISORS INC | INVESTMENT ADVISOR | $22,866 | — | $22,866 |
| TROUT CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TROUT CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,280
- Estimated Expense Ratio: 0.445% 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 | $82,280 | $49,511 | — | — | — |
| 2023 | $63,316 | $39,195 | — | — | — |
| 2022 | $58,484 | — | $58,484 | — | — |