Plan Snapshot
- Plan Sponsor: The Arc Of Centre County, PA., INC.
- Sponsor EIN: 240859375
- Sponsor Address: 171 TECHNOLOGY DRIVE, BOALSBURG, PA, 16827
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 49
- Total Assets: $81,375
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 49 | $81,375 | $0 | $0 |
| 2024 | 44 | $119,238 | $689,620 | $85,500 |
| 2023 | 42 | $107,746 | $536,361 | $87,200 |
| 2022 | 47 | $211,916 | $512,285 | $91,700 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $51,071 | — | $51,071 |
| PCI (PA CHAMBER INSURANCE) | Investment Advisor | $20,160 | — | $20,160 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,231
- Estimated Expense Ratio: 87.534% 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 |
|---|---|---|---|---|---|
| 2025 | $877,415 | — | — | — | — |
| 2024 | $764,577 | — | — | — | — |
| 2023 | $752,012 | — | — | — | — |
| 2022 | $562,998 | — | — | — | — |