Plan Snapshot
- Plan Sponsor: Elizabethtown College
- Sponsor EIN: 231352632
- Sponsor Address: ONE ALPHA DRIVE, ELIZABETHTOWN, PA, 17022
- Plan Type: 403(b)
- Total Participants: 612
- Total Assets: $154.0M
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 | 612 | $154.0M | $1.6M | $2.0M |
| 2023 | 724 | $149.1M | $2.3M | $1.9M |
| 2022 | 699 | $136.7M | $2.0M | $1.8M |
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 |
|---|---|---|---|---|
| RKL LLP | Auditor | $18,720 | — | $18,720 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,720
- Estimated Expense Ratio: 0.012% 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 | $141,500 | $55,367 | $310 | $18,720 | — |
| 2023 | $133,098 | $57,987 | $311 | $16,548 | — |
| 2022 | $74,037 | $52,001 | — | — | $7,500 |