# Penn Community Bank DC Plan
Source: https://planprovider.pro/companies/penn-community-bank-plan-002

> Penn Community Bank's DC plan: 299 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Penn Community Bank

- **Sponsor EIN:** 231330248

- **Sponsor Address:** 219 S. 9TH STREET, PERKASIE, PA, 18944

- **Plan Type:** DC

- **Total Participants:** 299

- **Total Assets:** $43.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|299|$43.5M|$1.5M|$2.1M|

| 2023|297|$36.3M|$1.4M|$2.0M|

| 2022|285|$33.4M|$1.4M|$1.9M|

## 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|

| GLOBAL RETIREMENT PARTNERS, LLC|ADVISOR|$72,238|—|$72,238|

| NEWPORT GROUP, INC.|RECORDKEEPER|$56,322|—|$56,322|

| MAILLIE, LLP|AUDITOR|$16,939|—|$16,939|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [MAILLIE, LLP](https://planprovider.pro/provider/maillie-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $145,499

- **Estimated Expense Ratio:** 0.334% 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|$145,499|$72,238|$7,402|$16,939|—|

| 2023|$127,969|$69,166|$24,532|$5,500|—|

| 2022|$144,635|$98,241|$46,394|—|—|

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