Plan Snapshot
- Plan Sponsor: Ppl Services Corporation
- Sponsor EIN: 233041441
- Sponsor Address: 645 HAMILTON STREET, ALLENTOWN, PA, 18101
- Plan Type: Health & Welfare
- Plan Number: 522
- Total Participants: 2,567
- Total Assets: $31.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,567 | $31.5M | $0 | $0 |
| 2023 | 2,640 | $30.0M | $0 | $0 |
| 2022 | 2,640 | $27.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| MELLON INVESTMENTS | Other Service Provider | $19,862 | — | $19,862 |
| BAKER TILLY US, LLP | Auditor | $10,977 | — | $10,977 |
| BANK OF NY MELLON | Other Service Provider | $6,190 | — | $6,190 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $37,029
- Estimated Expense Ratio: 0.118% 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 | $33,773 | $16,306 | — | $11,277 | — |
| 2023 | $33,226 | $15,425 | — | $11,000 | — |
| 2022 | $28,982 | $18,454 | — | — | $10,528 |