Plan Snapshot
- Plan Sponsor: Conco Services LLC
- Sponsor EIN: 251567394
- Sponsor Address: 530 JONES ST, VERONA, PA, 151471121
- Plan Type: DC
- Total Participants: 495
- Total Assets: $23.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 495 | $23.3M | $145,463 | $2.0M |
| 2023 | 315 | $19.1M | $206,250 | $1.0M |
| 2022 | 176 | $15.6M | $75,000 | $728,571 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | RETAINED BY EMPLOYER | $45,442 | — | $45,442 |
| PNC BANK NATIONAL ASSOCIATION | RETAINED BY EMPLOYER | $26,661 | — | $26,661 |
| SCHNEIDER DOWNS & CO., INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RETAINED BY EMPLOYER
- SCHNEIDER DOWNS & CO., INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,103
- Estimated Expense Ratio: 0.309% 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 | $72,103 | $28,836 | $43,267 | — | — |
| 2023 | $33,004 | $488 | $32,516 | — | — |
| 2022 | $41,337 | — | $41,337 | — | — |