Plan Snapshot
- Plan Sponsor: Macdonald, Illig, Jones & Britton LLP
- Sponsor EIN: 250918810
- Sponsor Address: 100 STATE STREET, SUITE 700, ERIE, PA, 16507
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $82.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 91 | $82.4M | $1.2M | $822,204 |
| 2023 | 88 | $76.4M | $1.2M | $689,393 |
| 2022 | 83 | $65.9M | $1.1M | $610,597 |
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 |
|---|---|---|---|---|
| SCHAFFNER,KNIGHT,MINNAUGH & CO. | 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 | $12,691 | — | — | — | — |
| 2023 | $3,769 | — | — | — | — |
| 2022 | $3,475 | — | — | — | — |