Plan Snapshot
- Plan Sponsor: William A. Fraser, INC. D/B/A Fraser Business
- Sponsor EIN: 231975860
- Sponsor Address: 320 PENN AVE, READING, PA, 196111127
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $14.6M
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 | 174 | $14.6M | $91,990 | $841,283 |
| 2023 | 143 | $13.6M | $88,564 | $823,290 |
| 2022 | 156 | $12.8M | $85,987 | $839,163 |
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 |
|---|---|---|---|---|
| REGAN, LEVIN, BLOSS, BROWN & SAVCHA | 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 | $10,721 | — | $10,721 | — | — |
| 2023 | $9,671 | — | $9,671 | — | — |
| 2022 | $10,376 | — | $10,376 | — | — |