# Warfel Construction Company 401(k) Plan
Source: https://planprovider.pro/companies/warfel-construction-company-401k-plan

> Warfel Construction Company's 401(k) plan: 262 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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