Plan Snapshot
- Plan Sponsor: Wehrung'S Lumber & Home Center, INC.
- Sponsor EIN: 200413026
- Sponsor Address: 7711 EASTON ROAD, OTTSVILLE, PA, 189429738
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $9.4M
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 | 177 | $9.4M | $245,461 | $806,875 |
| 2023 | 194 | $8.9M | $223,665 | $764,848 |
| 2022 | 174 | $7.3M | $200,646 | $715,627 |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $76,106 | $26,381 | $34,650 | — | — |
| 2023 | $61,217 | $21,914 | $26,781 | — | — |
| 2022 | $55,991 | $20,312 | $24,073 | — | $11,606 |