Plan Snapshot
- Plan Sponsor: Steve Shannon Tire Company INC
- Sponsor EIN: 232549609
- Sponsor Address: PO BOX 803, BLOOMSBURG, PA, 17815
- Plan Type: 401(k)
- Total Participants: 295
- Total Assets: $5.6M
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 | 295 | $5.6M | $68,917 | $481,024 |
| 2023 | 230 | $4.4M | $51,908 | $353,970 |
| 2022 | 203 | $3.7M | $45,842 | $320,706 |
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 |
|---|---|---|---|---|
| MCKONLY & ASBURY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCKONLY & ASBURY, LLP — 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 | $3,654 | $2,569 | $935 | — | — |
| 2023 | $3,763 | — | — | — | — |
| 2022 | $3,435 | — | — | — | — |