# Pennsylvania Lumbermens Mutual Insurance Company 401(k) Plan
Source: https://planprovider.pro/companies/pennsylvania-lumbermens-mutual-insurance-company-230959220-002

> Pennsylvania Lumbermens Mutual Insurance Company's 401(k) plan: 166 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pennsylvania Lumbermens Mutual Insurance Company

- **Sponsor EIN:** 230959220

- **Sponsor Address:** ONE COMMERCE SQUARE, PHILADELPHIA, PA, 191037008

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

- **Plan Number:** 002

- **Total Participants:** 166

- **Total Assets:** $46.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|166|$46.4M|$1.8M|$1.9M|

| 2023|179|$43.5M|$1.8M|$1.9M|

| 2022|170|$39.4M|$1.5M|$1.6M|

## 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|

| THE VANGUARD GROUP, INC.|Other Service Provider|$18,060|—|$18,060|

| VANGUARD ADVISERS INC.|Recordkeeper|$10,623|—|$10,623|

### Verified Provider Profiles

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

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $28,683

- **Estimated Expense Ratio:** 0.062% 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|$27,288|—|—|—|—|

| 2023|$26,305|—|—|—|—|

| 2022|$8,131|—|—|—|—|

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