# Peoplesbank 401(k) Plan
Source: https://planprovider.pro/companies/peoplesbank-401k-plan-002-2030

> Peoplesbank's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Peoplesbank

- **Sponsor EIN:** 230962030

- **Sponsor Address:** 105 LEADER HEIGHTS ROAD, YORK, PA, 17403

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

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|0|$0|$418,192|$950,555|

| 2023|321|$31.1M|$818,956|$1.8M|

| 2022|318|$26.2M|$768,798|$1.7M|

## 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 ACTUARIES|NONE|$23,568|—|$23,568|

| MORNINGSTAR INVESTMENT MANAGEMENT|SERVICE PROVIDER|—|$9,150|$9,150|

| MORNINGSTAR INVESTMENT MANAGEMENT|SERVICE PROVIDER|$5,634|—|$5,634|

| VOYA RETIREMENT INS AND ANNUITY CO|SERVICE PROVIDER|$5,634|—|$5,634|

| RKL LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORNINGSTAR INVESTMENT MANAGEMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — SERVICE PROVIDER

- [RKL LLP](https://planprovider.pro/provider/rkl-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $43,986

### 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|$36,740|$11,552|$7,950|—|—|

| 2023|$21,265|$5,634|$3,847|—|—|

| 2022|$15,128|$5,653|$3,000|—|$6,475|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/peoplesbank-401k-plan-002-2030)

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