Plan Snapshot
- Plan Sponsor: Jessica & Friends Community
- Sponsor EIN: 232991619
- Sponsor Address: 1625 E MARKET ST, YORK, PA, 174035802
- Plan Type: 403(b)
- Total Participants: 152
- Total Assets: $1.4M
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 | 152 | $1.4M | $118,689 | $247,311 |
| 2023 | 150 | $1.0M | $83,527 | $190,719 |
| 2022 | 108 | $759,322 | $77,271 | $169,025 |
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 |
|---|---|---|---|---|
| HAMILTON & MUSSER | 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 | $5,400 | — | — | — | — |
| 2023 | $2,039 | — | $2,039 | — | — |
| 2022 | $2,233 | — | $2,233 | — | — |