Plan Snapshot
- Plan Sponsor: E.K. Mcconkey & Co., INC.
- Sponsor EIN: 232385085
- Sponsor Address: 2555 KINGSTON RD. SUITE 100, YORK, PA, 17402
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 181
- Total Assets: $29.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2025 | 181 | $29.5M | $0 | $0 |
| 2024 | 128 | $31.2M | $611,239 | $1.2M |
| 2023 | 123 | $27.2M | $509,406 | $1.0M |
| 2022 | 102 | $22.8M | $461,022 | $930,384 |
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 |
|---|---|---|---|---|
| LETORT MANAGEMENT & TRUST CO. | Other Service Provider | $99,783 | — | $99,783 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,783
- Estimated Expense Ratio: 0.339% 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 |
|---|---|---|---|---|---|
| 2025 | $7,480,260 | $89,111 | — | — | — |
| 2024 | $95,960 | $86,036 | — | — | — |
| 2023 | $84,322 | $75,838 | — | — | — |
| 2022 | $80,894 | — | $80,894 | — | — |