# Lycoming-Clinton Counties Comm. For Community Action (Step), INC. 403(b) Plan
Source: https://planprovider.pro/companies/lycoming-clinton-counties-comm-for-community-action-step-inc-231668784-001

> Lycoming-Clinton Counties Comm. For Community Action (Step), INC.'s 403(b) plan: 297 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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|—|—|

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