Plan Snapshot
- Plan Sponsor: The Arc Of Crawford County INC.
- Sponsor EIN: 251070244
- Sponsor Address: 222 CHESTNUT STREET, MEADVILLE, PA, 16335
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 366
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 366 | $4.3M | $271,886 | $352,556 |
| 2023 | 455 | $3.6M | $252,395 | $344,597 |
| 2022 | 488 | $2.8M | $171,350 | $291,711 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $1,060 | $28,437 | $29,497 |
| RAYMOND JAMES | Investment Advisor | — | $15,747 | $15,747 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,244
- Estimated Expense Ratio: 1.063% 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 | $1,060 | — | $1,060 | — | — |
| 2023 | $1,893 | — | $1,893 | — | — |
| 2022 | $745 | — | — | — | — |