Plan Snapshot
- Plan Sponsor: Pennsylvania Counseling Services, INC.
- Sponsor EIN: 251776663
- Sponsor Address: 200 N. 7TH STREET, LEBANON, PA, 17046
- Plan Type: 401(k)
- Total Participants: 377
- Total Assets: $15.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 377 | $15.1M | $43,706 | $698,357 |
| 2023 | 376 | $13.4M | $46,032 | $693,158 |
| 2022 | 378 | $11.2M | $49,867 | $759,867 |
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 |
|---|---|---|---|---|
| OSAIC WEALTH INC | INVESTMENT ADVISOR | $20,619 | — | $20,619 |
| RKL LLP | AUDITOR | $9,850 | — | $9,850 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,469
- Estimated Expense Ratio: 0.201% 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 | $34,856 | $20,619 | $4,387 | $9,850 | — |
| 2023 | $30,982 | $17,420 | $4,212 | $9,350 | — |
| 2022 | $32,010 | $18,798 | $4,437 | — | $8,775 |