Plan Snapshot
- Plan Sponsor: Pennsylvania General Energy Company, L.L.C.
- Sponsor EIN: 432002031
- Sponsor Address: 120 MARKET STREET, WARREN, PA, 16365
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $22.4M
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 | 75 | $22.4M | $330,380 | $626,570 |
| 2023 | 72 | $26.1M | $314,810 | $540,929 |
| 2022 | 69 | $22.3M | $277,634 | $516,690 |
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 |
|---|---|---|---|---|
| SISTERSON & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SISTERSON & COMPANY, LLP — Auditor
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 | $3,585 | — | — | — | — |
| 2023 | $4,581 | — | — | — | — |
| 2022 | $3,392 | — | — | — | — |