# Essa Bank & Trust 401(k) Plan
Source: https://planprovider.pro/companies/essa-bank-trust-401k-plan

> Essa Bank & Trust's 401(k) plan: 223 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 & Trust

- **Sponsor EIN:** 240568185

- **Sponsor Address:** 200 PALMER STREET, STROUDSBURG, PA, 18360

- **Plan Type:** 401(k)

- **Total Participants:** 223

- **Total Assets:** $23.1M

## 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.|

| 2024|223|$23.1M|$558,035|$1.2M|

| 2023|235|$21.1M|$521,351|$1.1M|

| 2022|237|$20.2M|$504,035|$1.2M|

## 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 PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [S R SNODGRASS PC](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|$76,150|$30,249|$7,198|—|—|

| 2023|$71,759|$28,722|$43,037|—|—|

| 2022|$76,969|—|$76,969|—|—|

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