Plan Snapshot
- Plan Sponsor: T.W. Ponessa & Associates Counseling Services, INC.
- Sponsor EIN: 232828922
- Sponsor Address: 410 N. PRINCE STREET, LANCASTER, PA, 17603
- Plan Type: 401(k)
- Total Participants: 241
- Total Assets: $3.2M
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 | 241 | $3.2M | $88,303 | $690,813 |
| 2023 | 232 | $2.3M | $90,095 | $666,078 |
| 2022 | 259 | $1.4M | $87,222 | $633,173 |
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 |
|---|---|---|---|---|
| SIMON LEVER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIMON LEVER LLC — 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 | $36,747 | $20,802 | — | — | — |
| 2023 | $21,404 | $13,117 | $8,287 | — | — |
| 2022 | $20,036 | $9,734 | $10,302 | — | — |