# Worth & Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/worth-company-inc-401k-plan

> Worth & Company, INC.'s 401(k) plan: 530 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [KREISCHER MILLER](https://planprovider.pro/provider/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|—|—|

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