# Pond Lehocky LLP 401(k) Plan
Source: https://planprovider.pro/companies/pond-lehocky-llp-401k-plan

> Pond Lehocky LLP's 401(k) plan: 146 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](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:** $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|—|—|

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