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

> Pennsylvania State Education Assoc's DB plan: 259 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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](https://planprovider.pro/provider/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|

## Similar Plans

- [Pennsylvania State Education Association](https://planprovider.pro/companies/pennsylvania-state-education-association-plan-002) — 265 participants

- [Roofers Local Union #210 Board Of Trustees](https://planprovider.pro/companies/roofers-local-union-210-board-of-trustees-plan) — 235 participants

- [Bricklayers Local Union No 1 Of Del](https://planprovider.pro/companies/bricklayers-local-union-no-1-of-del-plan) — 102 participants

- [Bricklayers Local Union No 1 Of Delaware](https://planprovider.pro/companies/bricklayers-local-union-no-1-of-delaware-plan) — 427 participants

- [Afscme District Council 33](https://planprovider.pro/companies/afscme-district-council-33-plan) — 25 participants

- [United Steel, Paper And Forestry, Rubber, Manufacturing, Energy, Allie](https://planprovider.pro/companies/usw-international-union-plan-010) — 14 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pennsylvania-state-education-assoc-plan-001)

© 2026 PlanProvider.Pro