Plan Snapshot
- Plan Sponsor: Evangelical Services
- Sponsor EIN: 232648022
- Sponsor Address: 626 JACKSONVILLE RD. STE 200, WARMINSTER, PA, 18974
- Plan Type: 401(k)
- Total Participants: 878
- Total Assets: $31.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 878 | $31.0M | $1.3M | $2.3M |
| 2023 | 875 | $28.3M | $1.2M | $2.1M |
| 2022 | 864 | $24.7M | $990,098 | $1.9M |
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 | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US — 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 | $193,356 | $91,164 | — | — | — |
| 2023 | $210,000 | $88,529 | — | — | — |
| 2022 | $138,878 | — | — | — | — |