Plan Snapshot
- Plan Sponsor: Aaa North Penn
- Sponsor EIN: 240637695
- Sponsor Address: 1125 NORTH WASHINGTON AVE, SCRANTON, PA, 18509
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $14.6M
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 | 129 | $14.6M | $268,539 | $566,910 |
| 2023 | 134 | $14.1M | $246,257 | $560,721 |
| 2022 | 132 | $13.3M | $228,297 | $513,530 |
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 |
|---|---|---|---|---|
| MMQ & ASSOCIATES, P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMQ & ASSOCIATES, P.C — 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 | $63,831 | $14,041 | $11,861 | — | — |
| 2023 | $60,569 | $13,364 | $47,130 | — | — |
| 2022 | $67,790 | $16,311 | $51,404 | — | — |