# T.W. Ponessa & Associates Counseling Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/t-w-ponessa-associates-counseling-services-inc-401k-plan

> T.W. Ponessa & Associates Counseling Services, INC.'s 401(k) plan: 241 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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