Plan Snapshot
- Plan Sponsor: York Imperial Plastics, INC.
- Sponsor EIN: 232363926
- Sponsor Address: 718 COUNTRY ROAD, YORK, PA, 17403
- Plan Type: 401(k)
- Plan Number: 520
- Total Participants: 31
- Total Assets: $59,437
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 31 | $59,437 | $295,134 | $85,340 |
| 2023 | 35 | $71,565 | $329,103 | $81,841 |
| 2022 | 41 | $77,258 | $304,571 | $94,169 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $27,427 | — | $27,427 |
| CAPITAL BLUE CROSS | Other Service Provider | $15,203 | — | $15,203 |
| ENGLE HAMBRIGHT & DAVIES, INC. | Investment Advisor | $10,816 | — | $10,816 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,446
- Estimated Expense Ratio: 89.920% 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 | $427,685 | — | — | — | — |
| 2023 | $415,830 | — | — | — | — |
| 2022 | $287,392 | — | — | — | — |