Plan Snapshot
- Plan Sponsor: Mid-Atlantic Cooperative Solutions, INC.
- Sponsor EIN: 431952860
- Sponsor Address: 230 LINCOLN WAY EAST, NEW OXFORD, PA, 17350
- Plan Type: DC
- Plan Number: 002
- Total Participants: 155
- Total Assets: $7.7M
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. |
|---|---|---|---|---|
| 2024 | 155 | $7.7M | $620,122 | $0 |
| 2023 | 154 | $5.8M | $448,629 | $0 |
| 2022 | 146 | $5.5M | $480,090 | $0 |
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 |
|---|---|---|---|---|
| ADAMS, JENKINS AND CHEATHAM PC | Auditor | — | — | $0 |
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 | $3,397 | — | $3,315 | — | — |
| 2023 | $3,780 | — | $3,780 | — | — |
| 2022 | $2,700 | — | $2,700 | — | — |