Plan Snapshot
- Plan Sponsor: Shared Support INC.
- Sponsor EIN: 202881218
- Sponsor Address: 218 BRIDGE AVENUE, SUNBURY, PA, 17801
- Plan Type: 401(k)
- Total Participants: 226
- Total Assets: $5.9M
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 | 226 | $5.9M | $266,775 | $429,748 |
| 2023 | 212 | $4.8M | $259,222 | $415,263 |
| 2022 | 199 | $3.7M | $236,232 | $354,618 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AM | RECORDKEEPER | $26,660 | — | $26,660 |
| CETERA INVESTMENT SERVICES LLC | BROKER/ADVISER | — | $15,778 | $15,778 |
| MAHER DUESSEL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAHER DUESSEL — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,438
- Estimated Expense Ratio: 0.715% 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 | $28,707 | — | $28,707 | — | — |
| 2023 | $25,772 | — | $25,772 | — | — |
| 2022 | $20,724 | — | $20,724 | — | — |