Plan Snapshot
- Plan Sponsor: Midatlantic Employers Association
- Sponsor EIN: 230837700
- Sponsor Address: 234 MALL BLVD., KING OF PRUSSIA, PA, 19406
- Plan Type: 401(k)
- Total Participants: 289
- Total Assets: $21.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 289 | $21.6M | $573,877 | $1.4M |
| 2023 | 277 | $18.8M | $467,061 | $1.3M |
| 2022 | 216 | $15.8M | $448,588 | $1.3M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $25,305 | — | $25,305 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,305
- Estimated Expense Ratio: 0.117% 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 | $105,462 | $49,221 | $30,936 | $25,305 | — |
| 2023 | $81,582 | $40,822 | $36,974 | — | — |
| 2022 | $58,829 | $40,187 | $18,642 | — | — |