Plan Snapshot
- Plan Sponsor: Mckonly & Asbury, LLP
- Sponsor EIN: 231909723
- Sponsor Address: 415 FALLOWFIELD ROAD, 2ND FLOOR, CAMP HILL, PA, 170114908
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 123
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 123 | $0 | $0 | $0 |
| 2024 | 90 | $179,793 | $1.0M | $171,979 |
| 2023 | 90 | $45,557 | $627,315 | $213,169 |
| 2022 | 82 | $4,582 | $135,967 | $46,957 |
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 |
|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | Investment Advisor | $26,450 | — | $26,450 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,450
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 |
|---|---|---|---|---|---|
| 2025 | $73,189 | — | — | — | — |
| 2024 | $1,101,694 | — | — | — | — |
| 2023 | $658,513 | — | — | — | — |
| 2022 | $300,217 | — | — | — | — |