Plan Snapshot
- Plan Sponsor: Commercial Bank & Trust Of PA
- Sponsor EIN: 250415360
- Sponsor Address: 900 LIGONIER STREET, P.O. BOX 429, LATROBE, PA, 156500429
- Plan Type: DC
- Total Participants: 78
- Total Assets: $18.0M
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 | 78 | $18.0M | $241,874 | $227,973 |
| 2023 | 77 | $17.6M | $247,272 | $258,839 |
| 2022 | 78 | $16.7M | $227,854 | $243,472 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $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 | $15,444 | — | $607 | — | — |
| 2023 | $15,004 | — | $504 | — | — |
| 2022 | $15,144 | $14,000 | $510 | — | $634 |