Plan Snapshot
- Plan Sponsor: Warren Controls, INC.
- Sponsor EIN: 542079763
- Sponsor Address: 2600 EMRICK BLVD, BETHLEHEM, PA, 18020
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 51
- Total Assets: $142,653
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 51 | $142,653 | $0 | $0 |
| 2024 | 49 | $109,165 | $508,639 | $170,300 |
| 2023 | 46 | $164,378 | $594,452 | $166,789 |
| 2022 | 43 | $28,502 | $584,706 | $0 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $47,649 | — | $47,649 |
| MARSH & MCLENNAN AGENCY, LLC EAST | Investment Advisor | $17,395 | — | $17,395 |
| REVIVEHEALTH, INC. | Other Service Provider | $6,461 | — | $6,461 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,505
- Estimated Expense Ratio: 50.125% 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 | $675,359 | — | — | — | — |
| 2024 | $741,298 | — | — | — | — |
| 2023 | $627,509 | — | — | — | — |
| 2022 | $639,694 | — | — | — | — |