# Pennsylvania National Mutual Casualty Insurance Company 401(k) Plan
Source: https://planprovider.pro/companies/pennsylvania-national-mutual-casualty-insurance-company-401k-plan

> Pennsylvania National Mutual Casualty Insurance Company's 401(k) plan: 801 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ONEDIGITAL INVESTMENT ADVISORS LLC|NONE|$123,344|—|$123,344|

| EMPOWER ANNUITY INSURANCE COMPANY O|NONE|$61,019|—|$61,019|

| EMPOWER ADVISORY GROUP, LLC|NONE|$60,943|—|$60,943|

| MCKONLY & ASBURY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/onedigital-investment-advisors-llc) — NONE

- [MCKONLY & ASBURY](https://planprovider.pro/provider/mckonly-and-asbury-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $245,306

- **Estimated Expense Ratio:** 0.113% 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|$245,306|$184,287|—|—|—|

| 2023|$228,253|$118,820|—|—|—|

| 2022|$210,790|$22,838|$187,952|—|—|

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