Plan Snapshot
- Plan Sponsor: Community Aid, INC.
- Sponsor EIN: 264376213
- Sponsor Address: PO BOX 156, NEW CUMBERLAND, PA, 170700156
- Plan Type: 401(k)
- Total Participants: 406
- Total Assets: $4.6M
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 | 406 | $4.6M | $559,705 | $648,917 |
| 2023 | 363 | $3.6M | $492,011 | $562,910 |
| 2022 | 302 | $2.5M | $370,509 | $431,004 |
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 |
|---|---|---|---|---|
| MCKONLY & ASBURY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCKONLY & ASBURY, 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 | $58,058 | $8,270 | $41,518 | — | — |
| 2023 | $65,740 | $5,920 | $53,900 | — | — |
| 2022 | $51,470 | $4,385 | $42,700 | — | $4,385 |