# Pencor Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pencor-services-inc-401k-plan

> Pencor Services, INC.'s 401(k) plan: 710 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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,](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [OSAIC WEALTH INC](https://planprovider.pro/provider/royal-alliance-associates-inc) — BROKER

- [ENVESTNET RETIREMENT SOLUTIONS LLC](https://planprovider.pro/provider/warner-norcross-judd-llp) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pencor-services-inc-401k-plan)

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