Plan Snapshot
- Plan Sponsor: Pennsylvania Automotive Association
- Sponsor EIN: 426633905
- Sponsor Address: P.O. BOX 2955, HARRISBURG, PA, 171052955
- Plan Type: 401(k)
- Plan Number: 503
- Total Participants: 18,529
- Total Assets: $7.1M
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. |
|---|---|---|---|---|
| 2025 | 18,529 | $7.1M | $0 | $0 |
| 2024 | 14,775 | $7.8M | $33.8M | $0 |
| 2023 | 17,967 | $8.1M | $32.3M | $0 |
| 2022 | 14,470 | $7.5M | $31.0M | $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 |
|---|---|---|---|---|
| BOYER & RITTER | Other Service Provider | $44,500 | — | $44,500 |
| PNC BANK | Other Service Provider | $26,070 | — | $26,070 |
| CONRAD SIEGEL | Other Service Provider | $16,200 | — | $16,200 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,770
- Estimated Expense Ratio: 1.218% 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 |
|---|---|---|---|---|---|
| 2025 | $34,572,211 | — | $267,176 | — | — |
| 2024 | $441,594 | — | $265,449 | — | — |
| 2023 | $410,008 | — | $263,507 | — | — |
| 2022 | $970,596 | — | $255,752 | — | $137,910 |