Plan Snapshot
- Plan Sponsor: Aaa Central Penn
- Sponsor EIN: 231687512
- Sponsor Address: 2301 PAXTON CHURCH ROAD, HARRISBURG, PA, 171109688
- Plan Type: 401(k)
- Plan Number: 503
- Total Participants: 157
- Total Assets: $952,275
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 | 157 | $952,275 | $2.3M | $376,774 |
| 2023 | 137 | $238,726 | $1.8M | $305,977 |
| 2022 | 144 | $418,036 | $1.5M | $275,576 |
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 |
|---|---|---|---|---|
| MCCONKEY BENEFITS & FINANCIAL SERV | Investment Advisor | $48,642 | — | $48,642 |
| BENEFITMALL | Other Service Provider | $9,939 | — | $9,939 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,581
- Estimated Expense Ratio: 6.152% 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 | $18,528 | — | $18,528 | — | — |
| 2023 | $44,543 | — | $44,543 | — | — |
| 2022 | $46,663 | $46,663 | — | — | — |