# Essa Bank And Trust DB Plan
Source: https://planprovider.pro/companies/essa-bank-and-trust-plan

> Essa Bank And Trust's DB plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Essa Bank And Trust

- **Sponsor EIN:** 240568185

- **Sponsor Address:** ESSA CORPORATE CENTER, STROUDSBURG, PA, 183600160

- **Plan Type:** DB

- **Total Participants:** 102

- **Total Assets:** $20.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|102|$20.8M|$0|$0|

| 2023|115|$19.4M|$0|$0|

| 2022|124|$17.6M|$0|$0|

## 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|

| S.R. SNODGRASS, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [S.R. SNODGRASS, P.C.](https://planprovider.pro/provider/s-r-snodgrass-pc) — 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|$81,070|$81,070|—|—|—|

| 2023|$72,255|$72,255|—|—|—|

| 2022|$76,657|$76,657|—|—|—|

## Similar Plans

- [William Penn Bank](https://planprovider.pro/companies/william-penn-bank-401k-plan) — 93 participants

- [Infirst Bank](https://planprovider.pro/companies/infirst-bank-401k-plan) — 113 participants

- [Harleysville Bank](https://planprovider.pro/companies/harleysville-bank-401k-plan) — 115 participants

- [Reliance Savings Bank](https://planprovider.pro/companies/reliance-savings-bank-401k-plan) — 86 participants

- [Quaint Oak Bancorp, INC. And Quaint Oak Bank](https://planprovider.pro/companies/quaint-oak-bancorp-inc-and-quaint-oak-bank-plan) — 119 participants

- [William Penn Bank](https://planprovider.pro/companies/william-penn-bank-plan-003) — 81 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/essa-bank-and-trust-plan)

© 2026 PlanProvider.Pro