Plan Snapshot
- Plan Sponsor: Midpenn Legal Services, INC.
- Sponsor EIN: 237101191
- Sponsor Address: ADMINISTRATION, HARRISBURG, PA, 171011406
- Plan Type: 403(b)
- Total Participants: 108
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 108 | $9.7M | $550,965 | $427,690 |
| 2023 | 108 | $8.0M | $386,511 | $328,831 |
| 2022 | 98 | $6.3M | $239,746 | $280,300 |
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 |
|---|---|---|---|---|
| MCKONLY & ASBURY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCKONLY & ASBURY — 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 | $959 | — | — | — | — |
| 2023 | $41,142 | — | $654 | — | — |
| 2022 | $535,198 | — | $564 | — | — |