Plan Snapshot
- Plan Sponsor: Houck Services, INC.
- Sponsor EIN: 232018670
- Sponsor Address: 7464 LINGLESTOWN ROAD, HARRISBURG, PA, 171129432
- Plan Type: 401(k)
- Total Participants: 348
- Total Assets: $16.2M
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 | 348 | $16.2M | $1.8M | $950,642 |
| 2023 | 285 | $12.1M | $1.5M | $695,597 |
| 2022 | 258 | $11.0M | $1.2M | $486,606 |
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 |
|---|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | SERVICE PROVIDER | — | $34,990 | $34,990 |
| VALLEY FORGE PENSION MANAGEMENT | THIRD PARTY ADMINISTRATO | — | $6,427 | $6,427 |
| MCKONLY & ASBURY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCKONLY & ASBURY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,417
- Estimated Expense Ratio: 0.255% 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 | $27,821 | — | $19,995 | — | — |
| 2023 | $16,865 | — | $16,865 | — | — |
| 2022 | $10,862 | — | — | — | $10,862 |