# Peoples Security Bank & Trust Company 401(k) Plan
Source: https://planprovider.pro/companies/peoples-security-bank-trust-company-401k-plan

> Peoples Security Bank & Trust Company's 401(k) plan: 551 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Peoples Security Bank & Trust Company

- **Sponsor EIN:** 240603570

- **Sponsor Address:** 100 SOUTH BLAKELY STREET, DUNMORE, PA, 18512

- **Plan Type:** 401(k)

- **Total Participants:** 551

- **Total Assets:** $52.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|551|$52.8M|$1.8M|$2.4M|

| 2023|393|$46.8M|$2.0M|$1.4M|

| 2022|415|$41.1M|$1.3M|$1.9M|

## 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|

| CONRAD SIEGEL INVESTMENT ADVISORS|NONE|$58,735|—|$58,735|

| CONRAD SIEGEL|NONE|$50,343|—|$50,343|

| CHARLES SCHWAB BANK|NONE|$23,123|—|$23,123|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CONRAD SIEGEL INVESTMENT ADVISORS](https://planprovider.pro/provider/conrad-siegel-investment-advisors) — NONE

- [CHARLES SCHWAB BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $132,201

- **Estimated Expense Ratio:** 0.251% 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|$132,201|$58,735|—|—|—|

| 2023|$118,854|$51,992|—|—|—|

| 2022|$123,268|$51,976|—|—|$71,292|

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