Plan Snapshot
- Plan Sponsor: Whitetail Disposal, INC
- Sponsor EIN: 263671326
- Sponsor Address: 334 LAYFIELD RD, PERKIOMENVILLE, PA, 18074
- Plan Type: 401(k)
- Total Participants: 304
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 304 | $1.8M | $157,838 | $292,204 |
| 2023 | 278 | $1.9M | $222,503 | $459,985 |
| 2022 | 216 | $1.2M | $198,756 | $410,473 |
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 |
|---|---|---|---|---|
| CBIZ CPAS, P.C. | Auditor | — | — | $0 |
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 | $3,088 | — | $3,088 | — | — |
| 2023 | $551 | — | $551 | — | — |
| 2022 | $400 | — | $400 | — | — |