Plan Snapshot
- Plan Sponsor: Jerome H. Rhoads, INC.
- Sponsor EIN: 231521282
- Sponsor Address: 205 HAZEL ST., LANCASTER, PA, 17603
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $7.5M
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 | 168 | $7.5M | $103,658 | $558,812 |
| 2023 | 163 | $7.0M | $107,815 | $577,733 |
| 2022 | 164 | $5.9M | $110,613 | $580,341 |
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 |
|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INS COMP | INVESTMENT ADVISOR | $18,071 | — | $18,071 |
| BLUE RIDGE ESOP ASSOCIATES | CONTRACT ADMIN | $7,466 | — | $7,466 |
| SIMON LEVER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIMON LEVER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,537
- Estimated Expense Ratio: 0.341% 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 | $9,581 | — | $7,466 | — | — |
| 2023 | $9,196 | — | $9,196 | — | — |
| 2022 | — | — | — | — | — |