Plan Snapshot
- Plan Sponsor: Maner Costerisan & Ellis PC
- Sponsor EIN: 382157642
- Sponsor Address: 2425 E. GRAND RIVER, LANSING, PA, 48912
- Plan Type: DC
- Total Participants: 184
- Total Assets: $37.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 184 | $37.1M | $1.2M | $2.1M |
| 2023 | 168 | $36.0M | $974,682 | $1.9M |
| 2022 | 143 | $27.2M | $867,615 | $1.5M |
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 |
|---|---|---|---|---|
| ADVISORY ALPHA, LLC | NONE | $140,586 | — | $140,586 |
| AMERITAS LIFE INSURANCE CORP | NONE | $20,979 | — | $20,979 |
| REILLY, PENNER & BENTON, LLP | NONE | $9,700 | — | $9,700 |
| CHARLES SCHWAB BANK | NONE | $7,152 | — | $7,152 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS LIFE INSURANCE CORP — NONE
- REILLY, PENNER & BENTON, LLP — NONE
- CHARLES SCHWAB BANK — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $178,417
- Estimated Expense Ratio: 0.481% 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 | $178,416 | $140,586 | $20,978 | $9,700 | — |
| 2023 | $175,224 | $138,695 | $17,152 | $8,800 | — |
| 2022 | $166,267 | $131,593 | $26,074 | — | $8,600 |