Plan Snapshot
- Plan Sponsor: Pencor Services, INC.
- Sponsor EIN: 240820653
- Sponsor Address: 613 THIRD STREET, PALMERTON, PA, 180711520
- Plan Type: 401(k)
- Total Participants: 710
- Total Assets: $29.0M
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 | 710 | $29.0M | $588,273 | $2.2M |
| 2023 | 696 | $24.9M | $539,954 | $1.9M |
| 2022 | 684 | $21.0M | $506,059 | $1.8M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | RECORDKEEPER | $122,415 | — | $122,415 |
| OSAIC WEALTH INC | BROKER | — | $61,297 | $61,297 |
| STALKER & ASSOCIATES, INC. | TPA/ RECORDKEEPER | $12,847 | $609 | $13,456 |
| ENVESTNET RETIREMENT SOLUTIONS LLC | INVETSMENT ADVISORY-PLAN | $5,333 | — | $5,333 |
| BARSZ GOWIE AMON FULTZ LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS, — RECORDKEEPER
- OSAIC WEALTH INC — BROKER
- ENVESTNET RETIREMENT SOLUTIONS LLC — INVETSMENT ADVISORY-PLAN
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $202,501
- Estimated Expense Ratio: 0.697% 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 | $140,724 | $5,333 | — | — | — |
| 2023 | $119,588 | $4,401 | — | — | — |
| 2022 | $110,985 | — | — | — | $110,985 |