Plan Snapshot
- Plan Sponsor: The Institute For Human Resources And Services, INC.
- Sponsor EIN: 231955577
- Sponsor Address: 250 PIERCE STREET, SUITE 301, KINGSTON, PA, 18704
- Plan Type: DC
- Total Participants: 106
- Total Assets: $2.0M
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 | 106 | $2.0M | $215,470 | $60,446 |
| 2023 | 109 | $1.7M | $211,887 | $49,653 |
| 2022 | 99 | $1.4M | $227,844 | $39,901 |
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 |
|---|---|---|---|---|
| KRONICK KALADA BERDY & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KRONICK KALADA BERDY & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $25,270 | $19,944 | $4,327 | — | — |
| 2023 | $19,489 | — | $4,828 | — | — |
| 2022 | $16,481 | $997 | $750 | — | $997 |