Plan Snapshot
- Plan Sponsor: Rettew Associates, INC.
- Sponsor EIN: 231712637
- Sponsor Address: 3020 COLUMBIA AVENUE, LANCASTER, PA, 17603
- Plan Type: 401(k)
- Total Participants: 298
- Total Assets: $43.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 298 | $43.3M | $393,091 | $2.5M |
| 2023 | 278 | $38.8M | $347,963 | $2.2M |
| 2022 | 267 | $34.9M | $341,114 | $2.2M |
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 | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCKONLY & ASBURY — 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 | $151,095 | $141,793 | — | — | — |
| 2023 | $137,789 | $116,690 | — | — | — |
| 2022 | $136,920 | $136,920 | — | — | — |