Plan Snapshot
- Plan Sponsor: Quarryville Presbyterian Retirement Community
- Sponsor EIN: 231314352
- Sponsor Address: 625 ROBERT FULTON HIGHWAY, QUARRYVILLE, PA, 17566
- Plan Type: 401(k)
- Total Participants: 191
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 191 | $7.0M | $119,474 | $373,125 |
| 2023 | 197 | $5.0M | $112,973 | $346,781 |
| 2022 | 200 | $4.1M | $114,892 | $336,715 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
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: $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 | $48,385 | $29,128 | — | — | — |
| 2023 | $45,633 | $25,821 | $19,812 | — | — |
| 2022 | $43,479 | $18,354 | $25,125 | — | — |