Plan Snapshot
- Plan Sponsor: Arbutus Park Manor
- Sponsor EIN: 237064174
- Sponsor Address: 207 OTTAWA STREET, JOHNSTOWN, PA, 15904
- Plan Type: DC
- Total Participants: 194
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 194 | $4.3M | $98,196 | $297,049 |
| 2023 | 222 | $4.3M | $105,946 | $245,105 |
| 2022 | 182 | $4.6M | $92,091 | $209,206 |
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 |
|---|---|---|---|---|
| KOTZAN CPA & ASSOCIATES | Auditor | — | — | $0 |
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 | $29,777 | $29,777 | — | — | — |
| 2023 | $31,807 | $31,807 | — | — | — |
| 2022 | $34,109 | $34,109 | — | — | — |