Plan Snapshot
- Plan Sponsor: Conewago Holdings, INC.
- Sponsor EIN: 821956321
- Sponsor Address: 660 EDGEGROVE ROAD, HANOVER, PA, 17331
- Plan Type: 401(k)
- Total Participants: 380
- Total Assets: $39.5M
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 | 380 | $39.5M | $796,829 | $2.8M |
| 2023 | 389 | $32.8M | $813,225 | $2.8M |
| 2022 | 445 | $27.2M | $778,416 | $2.7M |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $53,746 | — | $53,746 |
| ONE DIGITAL INVESTMENT ADVISORS | NONE | $41,309 | — | $41,309 |
| ELLIN & TUCKER CHARTERED | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIN & TUCKER CHARTERED — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,055
- Estimated Expense Ratio: 0.241% 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 | $95,061 | $41,315 | $53,746 | — | — |
| 2023 | $89,958 | $34,292 | $55,666 | — | — |
| 2022 | $98,394 | $34,498 | $63,896 | — | — |