Plan Snapshot
- Plan Sponsor: Family Practice Center, PC
- Sponsor EIN: 231919008
- Sponsor Address: 270 SUSQUEHANNA VALLEY MALL DR, SELINSGROVE, PA, 17870
- Plan Type: 401(k)
- Total Participants: 985
- Total Assets: $107.8M
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 | 985 | $107.8M | $2.7M | $4.7M |
| 2023 | 934 | $91.6M | $2.5M | $4.4M |
| 2022 | 894 | $79.1M | $2.3M | $4.1M |
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 |
|---|---|---|---|---|
| ATWATER MALICK LLC | INVESTMENT ADVISOR | $128,345 | — | $128,345 |
| EMPOWER ANNUITY INSURANCE CO. | RECORDKEEPER | $89,583 | — | $89,583 |
| PA RETIREMENT SOLUTIONS, INC. | TPA | $20,976 | $10,000 | $30,976 |
| BROWN SCHULTZ SHERIDAN FRITZ | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN SCHULTZ SHERIDAN FRITZ — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $248,904
- Estimated Expense Ratio: 0.231% 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 | $236,003 | $128,345 | $18,075 | — | — |
| 2023 | $213,572 | $107,866 | $12,100 | — | — |
| 2022 | $259,562 | $106,745 | $152,817 | — | — |