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
- Total Participants: 211
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 211 | $10.0M | $87,286 | $576,900 |
| 2024 | 211 | $10.0M | $87,286 | $576,900 |
| 2023 | 191 | $9.0M | $2,439 | $485,839 |
| 2020 | 178 | $8.5M | $0 | $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 & 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 |
|---|---|---|---|---|---|
| 2025 | $534,583 | — | $60,968 | — | — |
| 2024 | $60,968 | — | — | — | — |
| 2023 | $55,942 | — | — | — | — |
| 2020 | $53,316 | — | — | — | — |