# Pennsylvania State Employees Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/pennsylvania-state-employees-credit-union-401k-plan-002

> Pennsylvania State Employees Credit Union's 401(k) plan: 841 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 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MCKONLY& ASBURY LLP](https://planprovider.pro/provider/mckonly-and-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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pennsylvania-state-employees-credit-union-401k-plan-002)

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