Plan Snapshot
- Plan Sponsor: Muncy Homes, INC.
- Sponsor EIN: 232808721
- Sponsor Address: 1567 ROUTE 442 HWY, MUNCY, PA, 17756
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 133 | $9.1M | $121,712 | $449,061 |
| 2023 | 136 | $8.8M | $104,856 | $408,951 |
| 2022 | 136 | $8.2M | $109,045 | $396,398 |
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 |
|---|---|---|---|---|
| LOUIS PLUNG & COMPANY, LLP | Auditor | $10,500 | — | $10,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LOUIS PLUNG & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,500
- Estimated Expense Ratio: 0.115% 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 | $35,892 | $11,929 | — | $10,500 | — |
| 2023 | $38,738 | $12,000 | — | $10,000 | — |
| 2022 | $47,500 | $12,000 | — | — | $35,500 |