Plan Snapshot
- Plan Sponsor: Arthur J. Glatfelter Agency, INC.
- Sponsor EIN: 231686428
- Sponsor Address: 183 LEADER HEIGHTS ROAD, YORK, PA, 17402
- Plan Type: 401(k)
- Total Participants: 486
- Total Assets: $65.7M
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 | 486 | $65.7M | $3.1M | $3.0M |
| 2023 | 497 | $57.1M | $2.9M | $2.7M |
| 2022 | 473 | $48.2M | $2.8M | $2.5M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $107,602 | — | $107,602 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,602
- Estimated Expense Ratio: 0.164% 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 | $107,640 | — | — | — | — |
| 2023 | $89,947 | — | — | — | — |
| 2022 | $103,280 | — | — | — | — |