# Mckonly & Asbury, Certified Public Accountants 401(k) Plan
Source: https://planprovider.pro/companies/mckonly-asbury-certified-public-accountants-401k-plan

> Mckonly & Asbury, Certified Public Accountants's 401(k) plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/benefit-financial-services-group) — INVESTMENT ADVISOR

- [PCS RETIREMENT, LLC](https://planprovider.pro/provider/pcs-retirement-llc) — CONTRACT ADMINISTRATOR

- [BERMAN HOPKINS CPAS AND ASSOCIATES,](https://planprovider.pro/provider/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|—|—|

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