Plan Snapshot
- Plan Sponsor: Cornwall Manor Retirement Community
- Sponsor EIN: 231365158
- Sponsor Address: PO BOX 125, CORNWALL, PA, 170160125
- Plan Type: 403(b)
- Total Participants: 391
- Total Assets: $16.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 391 | $16.3M | $300,192 | $820,148 |
| 2023 | 272 | $15.9M | $296,996 | $717,496 |
| 2022 | 259 | $14.1M | $295,632 | $660,331 |
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 | $73,637 | — | $73,637 | — | — |
| 2023 | $64,983 | — | $64,983 | — | — |
| 2022 | $66,357 | — | $66,357 | — | — |