# Maner Costerisan &amp; Ellis PC DC Plan
Source: https://planprovider.pro/companies/maner-costerisan-ellis-p-c-plan-001

> Maner Costerisan &amp; Ellis PC&#39;s DC plan: 184 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ameritas-retirement-plans) — NONE

- [REILLY, PENNER & BENTON, LLP](https://planprovider.pro/provider/reilly-penner-and-benton-llp) — NONE

- [CHARLES SCHWAB BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/maner-costerisan-ellis-p-c-plan-001)

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