# Penn Asian Senior Services 401(k) Plan
Source: https://planprovider.pro/companies/penn-asian-senior-services-401k-plan

> Penn Asian Senior Services's 401(k) plan: 572 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Penn Asian Senior Services

- **Sponsor EIN:** 202643138

- **Sponsor Address:** 6926 OLD YORK ROAD, PHILADELPHIA, PA, 19126

- **Plan Type:** 401(k)

- **Total Participants:** 572

- **Total Assets:** $5.2M

## 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|572|$5.2M|$344,189|$985,325|

| 2023|595|$3.9M|$270,015|$720,015|

| 2022|528|$2.6M|$230,238|$583,415|

## 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|

| ADP, INC.|RECORD KEEPER|$20,963|—|$20,963|

| BELFINT LYONS & SHUMAN P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [BELFINT LYONS & SHUMAN P.A.](https://planprovider.pro/provider/belfint-lyons-and-shuman-pa) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $20,963

- **Estimated Expense Ratio:** 0.406% 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|$20,964|—|—|—|—|

| 2023|$18,560|—|—|—|—|

| 2022|$17,755|—|—|—|—|

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