Plan Snapshot
- Plan Sponsor: Infirst Bank
- Sponsor EIN: 250567090
- Sponsor Address: 935 PHILADELPHIA STREET, INDIANA, PA, 15701
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $11.5M
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 | 113 | $11.5M | $392,655 | $594,225 |
| 2023 | 119 | $9.7M | $401,162 | $550,712 |
| 2022 | 131 | $7.9M | $344,427 | $452,327 |
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 |
|---|---|---|---|---|
| MCGILL, POWER, BELL & ASSOCIATES | Auditor | — | — | $0 |
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 | $18,879 | — | — | — | — |
| 2023 | $14,429 | — | — | — | — |
| 2022 | — | — | — | — | — |