Plan Snapshot
- Plan Sponsor: Mckonly & Asbury, Certified Public Accountants
- Sponsor EIN: 231909723
- Sponsor Address: 415 FALLOWFIELD ROAD, 2ND FLOOR, CAMP HILL, PA, 170114908
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $18.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 125 | $18.7M | $320,407 | $1.1M |
| 2023 | 105 | $15.9M | $84,033 | $797,522 |
| 2022 | 92 | $12.4M | $76,248 | $651,871 |
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 |
|---|---|---|---|---|
| JFS WEALTH ADVISORS | INVESTMENT ADVISOR | $27,654 | — | $27,654 |
| PCS RETIREMENT, LLC | CONTRACT ADMINISTRATOR | $25,878 | — | $25,878 |
| BERMAN HOPKINS CPAS AND ASSOCIATES, | Auditor | $2,200 | — | $2,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JFS WEALTH ADVISORS — INVESTMENT ADVISOR
- PCS RETIREMENT, LLC — CONTRACT ADMINISTRATOR
- BERMAN HOPKINS CPAS AND ASSOCIATES, — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,732
- Estimated Expense Ratio: 0.298% 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 | $79,624 | $48,747 | — | $2,200 | — |
| 2023 | $52,073 | $31,108 | — | — | — |
| 2022 | $51,092 | $22,989 | $28,103 | — | — |