Plan Snapshot
- Plan Sponsor: Priestly Fraternity Of Saint Peter, INC.
- Sponsor EIN: 061271475
- Sponsor Address: 450 VENARD ROAD, S. ABINGTON TOWNSHIP, PA, 18411
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $7.8M
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 | 165 | $7.8M | $100,700 | $36,880 |
| 2023 | 153 | $7.1M | $98,121 | $50,657 |
| 2022 | 148 | $6.1M | $85,083 | $49,714 |
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 |
|---|---|---|---|---|
| KOHANSKI CO., PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KOHANSKI CO., PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $56,156 | $29,553 | -$463 | — | — |
| 2023 | $49,748 | $25,708 | -$373 | — | — |
| 2022 | $52,452 | $52,302 | $150 | — | — |