Plan Snapshot
- Plan Sponsor: Pennsylvania State Education Assoc
- Sponsor EIN: 230961125
- Sponsor Address: 400 NORTH THIRD STREET, HARRISBURG, PA, 17101
- Plan Type: DB
- 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. |
|---|---|---|---|---|
| 2025 | 259 | $309.6M | $0 | $0 |
| 2024 | 257 | $293.9M | $0 | $0 |
| 2023 | 252 | $288.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| KPMG LLP | Auditor | $37,000 | — | $37,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,000
- Estimated Expense Ratio: 0.012% 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 |
|---|---|---|---|---|---|
| 2025 | $675,084 | $418,496 | — | $37,000 | — |
| 2024 | $626,824 | $415,636 | — | $27,900 | — |
| 2023 | $611,164 | $434,300 | — | — | $122,040 |