Plan Snapshot
- Plan Sponsor: Martin'S Famous Pastry Shoppe, INC.
- Sponsor EIN: 251291977
- Sponsor Address: 1000 POTATO ROLL LANE, CHAMBERSBURG, PA, 17201
- Plan Type: DC
- Total Participants: 1,242
- Total Assets: $104.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 1,242 | $104.8M | $2.8M | $7.2M |
| 2023 | 1,178 | $94.5M | $4.2M | $6.4M |
| 2022 | 1,190 | $79.4M | $1.2M | $5.9M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $164,028 | — | $164,028 |
| MCKONLY & ASBURY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCKONLY & ASBURY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $164,028
- Estimated Expense Ratio: 0.157% 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 | $164,028 | — | $164,028 | — | — |
| 2023 | $161,445 | — | $161,445 | — | — |
| 2022 | $160,875 | — | $160,875 | — | — |