Plan Snapshot
- Plan Sponsor: Menno Haven, INC.
- Sponsor EIN: 236276101
- Sponsor Address: 2011 SCOTLAND AVENUE, CHAMBERSBURG, PA, 17201
- Plan Type: 403(b)
- Total Participants: 262
- Total Assets: $19.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 262 | $19.7M | $507,442 | $913,168 |
| 2023 | 721 | $17.2M | $478,891 | $807,289 |
| 2022 | 547 | $15.0M | $489,513 | $808,127 |
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 |
|---|---|---|---|---|
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $60,657 | $139 | $59,718 | — | — |
| 2023 | $55,793 | — | — | — | — |
| 2022 | $52,111 | — | $52,111 | — | — |