Plan Snapshot
- Plan Sponsor: Pennsylvania State Employees Credit Union
- Sponsor EIN: 230961140
- Sponsor Address: 1500 ELMERTON AVE, HARRISBURG, PA, 171109214
- Plan Type: 401(k)
- Total Participants: 841
- Total Assets: $187.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 841 | $187.1M | $7.3M | $5.5M |
| 2023 | 836 | $159.5M | $6.7M | $4.9M |
| 2022 | 791 | $131.3M | $1.8M | $3.6M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $37,571 | — | $37,571 |
| MCKONLY& ASBURY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- MCKONLY& ASBURY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,571
- Estimated Expense Ratio: 0.020% 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 | $37,721 | $23,661 | — | — | — |
| 2023 | $25,889 | $13,669 | — | — | — |
| 2022 | $6,859 | — | — | — | — |