# Conco Services LLC DC Plan
Source: https://planprovider.pro/companies/conco-services-corporation-plan

> Conco Services LLC's DC plan: 495 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [SCHNEIDER DOWNS & CO., INC.](https://planprovider.pro/provider/schneider-downs-and-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|—|—|

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