Plan Snapshot
- Plan Sponsor: The Arc Of Cumberland And Perry Counties
- Sponsor EIN: 231489837
- Sponsor Address: 71 ASHLAND AVENUE, CARLISLE, PA, 17013
- Plan Type: 401(k)
- Plan Number: 505
- Total Participants: 154
- Total Assets: $913,458
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. |
|---|---|---|---|---|
| 2024 | 154 | $913,458 | $2.8M | $14,485 |
| 2023 | 145 | $556,900 | $2.2M | $63,453 |
| 2022 | 151 | $738,374 | $2.2M | $55,475 |
| 2020 | 193 | $560,103 | $2.3M | $49,891 |
| 2019 | 209 | $146,740 | $2.2M | $68,735 |
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 |
|---|---|---|---|---|
| MCCONKEY BENEFITS & FINANCIAL SERVI | Investment Advisor | $52,894 | — | $52,894 |
| BENEFIT MALL TPA | Investment Advisor | $10,943 | — | $10,943 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,837
- Estimated Expense Ratio: 6.988% 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 | $62,147 | — | $62,147 | — | — |
| 2023 | $54,033 | — | $54,033 | — | — |
| 2022 | $56,707 | — | $56,707 | — | — |
| 2020 | $136,447 | — | $136,447 | — | — |
| 2019 | $157,613 | — | $157,613 | — | — |