Plan Snapshot
- Plan Sponsor: Pond Lehocky LLP
- Sponsor EIN: 464224793
- Sponsor Address: 2081 E. HIGH STREET SUITE 200, SANATOGA, PA, 19464
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $10.1M
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 | 146 | $10.1M | $390,377 | $879,117 |
| 2023 | 135 | $8.2M | $337,347 | $774,586 |
| 2022 | 120 | $6.1M | $302,978 | $700,333 |
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 |
|---|---|---|---|---|
| MCKONLY & ASBURY, LLP | Auditor | $15,742 | — | $15,742 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCKONLY & ASBURY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,742
- Estimated Expense Ratio: 0.156% 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 | $118,492 | $29,829 | $72,921 | $15,742 | — |
| 2023 | $105,575 | $16,529 | $68,047 | $20,999 | — |
| 2022 | $84,817 | $19,630 | $65,187 | — | — |