# Arthur J. Glatfelter Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/arthur-j-glatfelter-agency-inc-401k-plan

> Arthur J. Glatfelter Agency, INC.'s 401(k) plan: 486 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/arthur-j-glatfelter-agency-inc-401k-plan)

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