Plan Snapshot
- Plan Sponsor: Road Scholar Transport, INC.
- Sponsor EIN: 232526475
- Sponsor Address: 130 MONAHAN AVENUE, DUNMORE, PA, 18512
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $3.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 148 | $3.9M | $0 | $173,577 |
| 2023 | 127 | $4.0M | $0 | $182,360 |
| 2022 | 121 | $3.6M | $0 | $195,636 |
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 |
|---|---|---|---|---|
| MCGRAIL MERKEL QUINN & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCGRAIL MERKEL QUINN & ASSOCIATES — 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 | $585,602 | — | $26,969 | — | — |
| 2023 | $225,283 | — | $25,945 | — | — |
| 2022 | $31,426 | $1,728 | — | — | — |