# Arbutus Park Manor DC Plan
Source: https://planprovider.pro/companies/arbutus-park-manor-plan-001

> Arbutus Park Manor&#39;s DC plan: 194 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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