Plan Snapshot
- Plan Sponsor: Montgomery County Emergency Service
- Sponsor EIN: 231894907
- Sponsor Address: 50 BEECH DRIVE, NORRISTOWN, PA, 19401
- Plan Type: DC
- Total Participants: 206
- Total Assets: $14.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 206 | $14.3M | $310,642 | $477,335 |
| 2023 | 220 | $12.3M | $247,624 | $461,224 |
| 2022 | 204 | $9.8M | $86,688 | $430,376 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $7,543 | — | $7,543 |
| SOUTHEASTERN EMPLOYEE BENEFIT SERVI | Other Service Provider | $6,166 | — | $6,166 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,709
- Estimated Expense Ratio: 0.096% 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 | — | — | — | — | — |
| 2023 | $12,114 | — | — | — | — |
| 2022 | $54,592 | — | — | — | — |