Plan Snapshot
- Plan Sponsor: Lancaster Ems
- Sponsor EIN: 232840702
- Sponsor Address: 1829 LINCOLN HIGHWAY EAST, LANCASTER, PA, 17602
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $7.1M
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 | 175 | $7.1M | $200,578 | $575,283 |
| 2023 | 159 | $6.3M | $176,990 | $538,963 |
| 2022 | 161 | $4.8M | $178,108 | $516,600 |
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 |
|---|---|---|---|---|
| ROSS BUEHLER FALK & COMPANY | 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 | $47,324 | $27,410 | $19,914 | — | — |
| 2023 | $40,745 | $22,419 | $18,326 | — | — |
| 2022 | $38,467 | $20,555 | $17,912 | — | — |