Plan Snapshot
- Plan Sponsor: Aaa Central Penn
- Sponsor EIN: 231687512
- Sponsor Address: 2301 PAXTON CHURCH RD., 2ND FLOOR, HARRISBURG, PA, 17110
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $29.5M
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 | 182 | $29.5M | $520,320 | $707,391 |
| 2023 | 181 | $27.6M | $458,358 | $648,481 |
| 2022 | 167 | $24.4M | $431,189 | $592,394 |
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 |
|---|---|---|---|---|
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL LLP — 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 | $85,176 | $72,049 | — | — | — |
| 2023 | $76,788 | $64,105 | — | — | — |
| 2022 | $75,525 | — | — | — | $75,525 |