Plan Snapshot
- Plan Sponsor: Potter Anderson & Corroon LLP
- Sponsor EIN: 510080985
- Sponsor Address: 1313 N. MARKET STREET, WILMINGTON, DE, 198016101
- Plan Type: DC
- Total Participants: 147
- Total Assets: $136.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 147 | $136.5M | $2.7M | $2.2M |
| 2023 | 132 | $116.4M | $2.4M | $1.9M |
| 2022 | 128 | $98.5M | $2.3M | $1.8M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $25,237 | — | $25,237 |
| GUNNIP & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- GUNNIP & COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,237
- Estimated Expense Ratio: 0.018% 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 | $24,997 | — | — | — | — |
| 2023 | $20,649 | — | — | — | — |
| 2022 | $3,232 | — | — | — | — |