# Mid Penn Bank 401(k) Plan
Source: https://planprovider.pro/companies/mid-penn-bank-401k-plan-001-0270

> Mid Penn Bank's 401(k) plan: 605 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mid Penn Bank

- **Sponsor EIN:** 230880270

- **Sponsor Address:** 349 UNION STREET, MILLERSBURG, PA, 170611611

- **Plan Type:** 401(k)

- **Total Participants:** 605

- **Total Assets:** $51.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|605|$51.9M|$1.8M|$3.1M|

| 2023|629|$44.8M|$1.7M|$3.1M|

| 2022|549|$37.9M|$1.4M|$2.7M|

## 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|

| PA RETIREMENT SOLUTIONS, INC.|THIRD-PARTY ADMIN|—|$23,184|$23,184|

| VOYA RETIREMENT ADVISORS, LLC|SERVICE PROVIDER|$16,893|—|$16,893|

| MORNINGSTAR|SERVICE PROVIDER|—|$7,210|$7,210|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORNINGSTAR](https://planprovider.pro/provider/jp-morgan-asset-management) — SERVICE PROVIDER

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $47,287

- **Estimated Expense Ratio:** 0.091% 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|$50,384|$17,158|$33,226|—|—|

| 2023|$50,539|$19,493|$31,046|—|—|

| 2022|$50,127|—|$50,127|—|—|

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