# Aaa Central Penn 401(k) Plan
Source: https://planprovider.pro/companies/aaa-central-penn-231687512-503

> Aaa Central Penn&#39;s 401(k) plan: 157 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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