Plan Snapshot
- Plan Sponsor: Lycoming College
- Sponsor EIN: 240795965
- Sponsor Address: 700 COLLEGE PLACE, WILLIAMSPORT, PA, 17701
- Plan Type: 403(b)
- Total Participants: 347
- Total Assets: $97.6M
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 | 347 | $97.6M | $1.4M | $1.3M |
| 2023 | 333 | $76.5M | $1.4M | $951,145 |
| 2022 | 332 | $69.5M | $1.4M | $885,706 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $153,319 | — | $153,319 | — | — |
| 2023 | $102,268 | — | $102,268 | — | — |
| 2022 | $89,518 | — | $89,518 | — | — |