# Pennsylvania State Education Assoc DB Plan
Source: https://planprovider.pro/companies/pennsylvania-state-education-assoc-230961125-001

> Pennsylvania State Education Assoc's DB plan: 259 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/empower) — Recordkeeper

- [JP MORGAN CHASE BANK, N.A.](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — Auditor

- [BREDHOFF AND KAISER](https://planprovider.pro/provider/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|

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