Plan Snapshot
- Plan Sponsor: Girl Scouts Of Eastern Pennsylvania, INC.
- Sponsor EIN: 231352309
- Sponsor Address: 330 MANOR ROAD, MIQUON, PA, 194441741
- Plan Type: 403(b)
- Total Participants: 166
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 166 | $4.7M | $125,683 | $357,321 |
| 2023 | 162 | $4.2M | $95,903 | $324,486 |
| 2022 | 148 | $3.7M | $93,546 | $291,997 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $40,439 | $171 | $40,268 | — | — |
| 2023 | $34,417 | $24 | $34,393 | — | — |
| 2022 | $34,059 | $139 | $33,920 | — | — |