Plan Snapshot
- Plan Sponsor: Supports Coordination Group LLC
- Sponsor EIN: 461572983
- Sponsor Address: 2141 OREGON PIKE, LANCASTER, PA, 17601
- Plan Type: 401(k)
- Total Participants: 1,455
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,455 | $2.0M | $0 | $1.1M |
| 2023 | 622 | $1.0M | $0 | $579,208 |
| 2022 | 423 | $572,469 | $0 | $510,203 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $22,834 | — | $22,834 |
| RAYMOND JAMES FINANCIAL SERVICE | INVESTMENT/FINANCIAL ADVI | $5,206 | — | $5,206 |
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- RAYMOND JAMES FINANCIAL SERVICE — INVESTMENT/FINANCIAL ADVI
- RKL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,040
- Estimated Expense Ratio: 1.404% 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 | $28,040 | $5,206 | — | — | — |
| 2023 | $18,199 | $2,911 | — | — | — |
| 2022 | $11,213 | — | — | — | — |