Plan Snapshot
- Plan Sponsor: Richard J. Caron Foundation
- Sponsor EIN: 236050680
- Sponsor Address: PO BOX 150, WERNERSVILLE, PA, 195650150
- Plan Type: 401(k)
- Total Participants: 648
- Total Assets: $61.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 648 | $61.0M | $1.4M | $2.7M |
| 2023 | 676 | $56.0M | $1.5M | $2.8M |
| 2022 | 707 | $47.4M | $1.5M | $2.9M |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | RECORD KEEPER | $10,578 | — | $10,578 |
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,578
- Estimated Expense Ratio: 0.017% 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 | $10,578 | $10,578 | — | — | — |
| 2023 | $4,986 | — | — | — | — |
| 2022 | $7,390 | $7,390 | — | — | — |