Plan Snapshot
- Plan Sponsor: S.R. Snodgrass, P.C.
- Sponsor EIN: 251616561
- Sponsor Address: 2009 MACKENZIE WAY, CRANBERRY TOWNSHIP, PA, 16066
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $22.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 111 | $22.8M | $450,260 | $814,565 |
| 2023 | 113 | $20.4M | $418,495 | $968,777 |
| 2022 | 87 | $13.5M | $314,207 | $639,466 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL SERVICES | NONE | $17,398 | $3,025 | $20,423 |
| MAHER DUESSEL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL SERVICES — NONE
- MAHER DUESSEL — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,423
- Estimated Expense Ratio: 0.090% 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 | $17,398 | — | $17,398 | — | — |
| 2023 | $14,568 | — | $14,568 | — | — |
| 2022 | $23,666 | — | $23,666 | — | — |