Plan Snapshot
- Plan Sponsor: The Arc Of Cumberland And Perry Counties
- Sponsor EIN: 231489837
- Sponsor Address: 71 ASHLAND AVENUE, CARLISLE, PA, 17013
- Plan Type: DC
- Total Participants: 168
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 168 | $8.8M | $409,025 | $0 |
| 2023 | 165 | $8.0M | $377,545 | $0 |
| 2022 | 158 | $7.4M | $341,951 | $0 |
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 |
|---|---|---|---|---|
| SMITH ELLIOTT KEARNS & COMPANY, LLC | Auditor | $4,990 | — | $4,990 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH ELLIOTT KEARNS & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,990
- Estimated Expense Ratio: 0.056% 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 | $42,043 | — | — | $4,990 | — |
| 2023 | $38,821 | — | — | $5,849 | — |
| 2022 | $16,792 | — | $16,792 | — | — |