# Richard J. Caron Foundation 401(k) Plan
Source: https://planprovider.pro/companies/richard-j-caron-foundation-401k-plan

> Richard J. Caron Foundation's 401(k) plan: 648 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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