Plan Snapshot
- Plan Sponsor: Pennsylvania Medical Society
- Sponsor EIN: 231570227
- Sponsor Address: 400 WINDING CREEK BLVD, MECHANICSBURG, PA, 17050
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $17.8M
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 | 86 | $17.8M | $247,577 | $548,453 |
| 2023 | 86 | $15.8M | $613,338 | $506,376 |
| 2022 | 78 | $14.2M | $578,362 | $474,257 |
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 |
|---|---|---|---|---|
| CONRAD SIEGEL | NONE | $8,550 | — | $8,550 |
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,550
- Estimated Expense Ratio: 0.048% 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 | $12,871 | $4,321 | — | — | — |
| 2023 | $18,613 | $6,466 | — | — | — |
| 2022 | $29,945 | $10,821 | — | — | $19,124 |