Plan Snapshot
- Plan Sponsor: Weleski Transfer, INC.
- Sponsor EIN: 251215764
- Sponsor Address: 140 WEST FOURTH AVENUE, TERENTUM, PA, 15084
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $7.5M
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 | 120 | $7.5M | $30,960 | $253,887 |
| 2023 | 104 | $6.3M | $35,275 | $232,139 |
| 2022 | 96 | $5.7M | $35,971 | $219,590 |
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 |
|---|---|---|---|---|
| DELUZIO & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELUZIO & COMPANY LLP — 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 | $16,642 | $12,123 | — | — | — |
| 2023 | $27,408 | — | — | — | — |
| 2022 | $28,407 | — | — | — | — |