Plan Snapshot
- Plan Sponsor: York Excavating Co LLC
- Sponsor EIN: 451537672
- Sponsor Address: 3180 EAST PROSPECT ROAD, YORK, PA, 174028680
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $6.6M
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 | 169 | $6.6M | $257,594 | $578,721 |
| 2023 | 161 | $6.0M | $236,886 | $541,357 |
| 2022 | 146 | $4.6M | $216,761 | $484,883 |
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 |
|---|---|---|---|---|
| STAMBAUGH NESS, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STAMBAUGH NESS, INC. — 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 | $58,323 | — | $58,323 | — | — |
| 2023 | $47,357 | — | $47,357 | — | — |
| 2022 | $40,441 | — | $40,441 | — | — |