Plan Snapshot
- Plan Sponsor: Worth & Company, INC.
- Sponsor EIN: 232251312
- Sponsor Address: 6263 KELLERS CHURCH ROAD, PIPERSVILLE, PA, 18947
- Plan Type: 401(k)
- Total Participants: 530
- Total Assets: $80.9M
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 | 530 | $80.9M | $1.3M | $3.2M |
| 2023 | 524 | $71.3M | $1.3M | $2.9M |
| 2022 | 562 | $59.1M | $1.2M | $2.9M |
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 |
|---|---|---|---|---|
| EQUITABLE ADVISORS. | NONE | $187,151 | — | $187,151 |
| THE VANGUARD GROUP, INC. | NONE | $68,972 | — | $68,972 |
| KREISCHER MILLER | NONE | $11,394 | — | $11,394 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- KREISCHER MILLER — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $267,517
- Estimated Expense Ratio: 0.331% 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 |
|---|---|---|---|---|---|
| 2024 | $267,518 | $187,151 | $68,973 | $11,394 | — |
| 2023 | $218,869 | $156,435 | $62,434 | — | — |
| 2022 | $212,842 | $149,820 | $63,022 | — | — |