Plan Snapshot
- Plan Sponsor: The Governing Board Of The Pennsylvania Association Of
- Sponsor EIN: 843430131
- Sponsor Address: 101 NORTH FRONT STREET, HARRISBURG, PA, 17101
- Plan Type: 403(b)
- Total Participants: 2,445
- Total Assets: $543.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,445 | $543.3M | $7.4M | $7.1M |
| 2023 | 2,054 | $413.3M | $6.0M | $5.0M |
| 2022 | 1,360 | $252.5M | $5.4M | $4.4M |
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 |
|---|---|---|---|---|
| MILLENIUM ADVISORY SERVICES, INC | INVESTMENT PROVIDER | $366,287 | — | $366,287 |
| TIAA | INVESTMENT ADVISOR | $275,792 | — | $275,792 |
| PLANPILOT | ADVISOR | $131,760 | — | $131,760 |
| PENTEGRA SERVICES, INC. | ADMINISTRATOR | $118,697 | — | $118,697 |
| PRM CONSULTING INC | CONSULTING | $42,000 | — | $42,000 |
| CLIFTONLARSONALLEN LLP | AUDITOR | $29,867 | — | $29,867 |
| AICUP | CONTRACT ADMINISTRATOR | $23,900 | — | $23,900 |
| LAW OFFICES OF ALLEN T STEINBERG PC | ATTORNEY | $11,300 | — | $11,300 |
| RIGGS,CNSLMN,MICHAELS & DOWNES INC | INVESTMENT ADVISORY | $9,064 | — | $9,064 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — INVESTMENT ADVISOR
- CLIFTONLARSONALLEN LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,008,667
- Estimated Expense Ratio: 0.186% 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 | $1,011,362 | — | $620,850 | $7,280 | — |
| 2023 | $663,507 | $249,283 | $388,618 | — | — |
| 2022 | $639,553 | $225,983 | $380,039 | — | — |