# Sageworth Trust Company 401(k) Plan
Source: https://planprovider.pro/companies/sageworth-trust-company-233089620-501

> Sageworth Trust Company's 401(k) plan: 74 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Sageworth Trust Company

- **Sponsor EIN:** 233089620

- **Sponsor Address:** 1861 SANTA BARBARA DRIVE, LANCASTER, PA, 17601

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 74

- **Total Assets:** $195,959

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|74|$195,959|$0|$0|

| 2024|63|$54,653|$645,508|$279,520|

| 2023|65|$85,872|$534,118|$281,630|

| 2022|60|$109,925|$397,963|$228,273|

## 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|

| THE BENECON GROUP|Investment Advisor|$59,029|—|$59,029|

| ENGLE, HAMBRIGHT & DAVIES|Investment Advisor|$28,113|—|$28,113|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $87,142

- **Estimated Expense Ratio:** 44.470% 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|

| 2025|$1,093,420|—|—|—|—|

| 2024|$945,880|—|—|—|—|

| 2023|$951,069|—|—|—|—|

| 2022|$449,828|—|—|—|—|

## Similar Plans

- [Steelworkers Pension Trust](https://planprovider.pro/companies/steelworkers-pension-trust-plan-499) — 43,601 participants

- [Somerset Trust Company](https://planprovider.pro/companies/somerset-trust-company-250807970-504) — 392 participants

- [Northern Tier Regional Providers Trust](https://planprovider.pro/companies/northern-tier-regional-providers-trust-256772438-501) — 385 participants

- [Hershey Trust Company](https://planprovider.pro/companies/hershey-trust-company-401k-plan) — 47 participants

- [Steelworkers Pension Trust Employee Post-Retirement Health Insurance P](https://planprovider.pro/companies/steelworkers-pension-trust-employee-post-retirement-health-insurance-p-236648508-501) — 8 participants

- [Franklin Madison Advisors INC](https://planprovider.pro/companies/franklin-madison-advisors-inc-401k-plan) — 1 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sageworth-trust-company-233089620-501)

© 2026 PlanProvider.Pro