Plan Snapshot
- Plan Sponsor: Pennsylvania Lumbermens Mutual Insurance Company
- Sponsor EIN: 230959220
- Sponsor Address: ONE COMMERCE SQUARE, PHILADELPHIA, PA, 191037008
- Plan Type: 401(k)
- 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. |
|---|---|---|---|---|
| 2025 | 166 | $46.4M | $0 | $0 |
| 2024 | 179 | $43.5M | $0 | $0 |
| 2023 | 170 | $39.4M | $0 | $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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER 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 |
|---|---|---|---|---|---|
| 2025 | $27,288 | — | — | — | — |
| 2024 | $26,305 | — | — | — | — |
| 2023 | $8,131 | — | — | — | — |