Plan Snapshot
- Plan Sponsor: Pencor Services, INC.
- Sponsor EIN: 240820653
- Sponsor Address: 613 THIRD STREET, PALMERTON, PA, 180711520
- Plan Type: DB
- Total Participants: 707
- Total Assets: $162.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 707 | $162.4M | $0 | $0 |
| 2023 | 699 | $144.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| BARSZ GOWIE AMON & FULTZ, LLC. | Auditor | — | — | $0 |
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 | $820,259 | $727,934 | — | — | — |
| 2023 | $739,672 | $641,281 | — | — | — |