Plan Snapshot
- Plan Sponsor: The Arc Of Northeastern Pennsylvania
- Sponsor EIN: 240838702
- Sponsor Address: 115 MEADOW AVENUE, SCRANTON, PA, 18505
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 59
- Total Assets: $943,320
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 | 59 | $943,320 | $0 | $0 |
| 2024 | 73 | $188,214 | $1.6M | $111,850 |
| 2023 | 68 | $257,238 | $1.4M | $121,045 |
| 2022 | 68 | $855,388 | $1.1M | $126,276 |
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 | $102,064 | — | $102,064 |
| GEISINGER HEALTH PLAN | Other Service Provider | $42,611 | — | $42,611 |
| ALLIANT INSURANCE SERVICES, INC. | Investment Advisor | $12,422 | — | $12,422 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $157,097
- Estimated Expense Ratio: 16.654% 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 | $1,669,382 | — | — | — | — |
| 2024 | $1,849,416 | — | — | — | — |
| 2023 | $2,049,794 | — | — | — | — |
| 2022 | $1,437,947 | — | — | — | — |