Plan Snapshot
- Plan Sponsor: Lycoming-Clinton Counties Comm. For Community Action (Step), INC.
- Sponsor EIN: 231668784
- Sponsor Address: 2138 LINCOLN STREET, WILLIAMSPORT, PA, 17701
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 297
- Total Assets: $15.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 297 | $15.5M | $528,544 | $697,312 |
| 2023 | 243 | $14.6M | $509,243 | $657,061 |
| 2022 | 251 | $13.1M | $473,146 | $599,582 |
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 |
|---|---|---|---|---|
| VALLEY FORGE INVESTMENT CONSULTANTS | Other Service Provider | — | $41,324 | $41,324 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,324
- Estimated Expense Ratio: 0.267% 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 | $89,275 | — | $73,250 | — | — |
| 2023 | $71,796 | — | $60,709 | — | — |
| 2022 | $69,351 | — | $68,930 | — | — |