Plan Snapshot
- Plan Sponsor: Pennsylvania National Mutual Casualty Insurance Company
- Sponsor EIN: 230961349
- Sponsor Address: TWO NORTH SECOND STREET, HARRISBURG, PA, 171052361
- Plan Type: 401(k)
- Total Participants: 801
- Total Assets: $217.6M
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 | 801 | $217.6M | $4.2M | $7.0M |
| 2023 | 806 | $207.5M | $4.0M | $6.9M |
| 2022 | 797 | $184.9M | $3.8M | $6.6M |
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 |
|---|---|---|---|---|
| MCKONLY & ASBURY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCKONLY & ASBURY — 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 | $245,306 | $184,287 | — | — | — |
| 2023 | $228,253 | $118,820 | — | — | — |
| 2022 | $210,790 | $22,838 | $187,952 | — | — |