Plan Snapshot
- Plan Sponsor: Pennsylvania State Education Assoc
- Sponsor EIN: 230961125
- Sponsor Address: 400 NORTH THIRD STREET, HARRISBURG, PA, 17101
- Plan Type: DB
- Plan Number: 001
- Total Participants: 259
- Total Assets: $309.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 259 | $309.6M | $2.0M | $1.8M |
| 2023 | 257 | $293.9M | $2.0M | $1.6M |
| 2022 | 252 | $288.7M | $3.0M | $1.5M |
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 |
|---|---|---|---|---|
| BOLTON PARTNERS, INC. | Other Service Provider | $104,915 | — | $104,915 |
| LOOMIS SAYLES TRUST COMPANY, LLC | Other Service Provider | $99,280 | — | $99,280 |
| AON INVESTMENTS USA INC. | Other Service Provider | $82,150 | — | $82,150 |
| BLACKROCK INST TRUST COMPANY, N.A. | Other Service Provider | $77,733 | — | $77,733 |
| PRUDENTIAL INSURANCE CO. | Recordkeeper | $62,749 | — | $62,749 |
| WESTERN ASSET MANAGEMENT | Other Service Provider | $53,767 | — | $53,767 |
| JP MORGAN CHASE BANK, N.A. | Recordkeeper | $48,865 | — | $48,865 |
| KPMG LLP | Auditor | $37,000 | — | $37,000 |
| PNC BANK | Other Service Provider | $23,983 | — | $23,983 |
| GUNN MOWERY, LLC | Other Service Provider | $17,327 | — | $17,327 |
| BREDHOFF AND KAISER | ERISA Attorney | $5,843 | — | $5,843 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL INSURANCE CO. — Recordkeeper
- JP MORGAN CHASE BANK, N.A. — Recordkeeper
- KPMG LLP — Auditor
- BREDHOFF AND KAISER — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $613,612
- Estimated Expense Ratio: 0.198% 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 | $675,084 | $418,496 | — | $37,000 | — |
| 2023 | $626,824 | $415,636 | — | $27,900 | — |
| 2022 | $611,164 | $434,300 | — | — | $122,040 |