Plan Snapshot
- Plan Sponsor: The Merion Cricket Club
- Sponsor EIN: 230868340
- Sponsor Address: 325 MONTGOMERY AVE, HAVERFORD, PA, 190411856
- Plan Type: 401(k)
- Total Participants: 190
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 190 | $11.8M | $301,439 | $529,375 |
| 2023 | 180 | $10.5M | $266,796 | $478,401 |
| 2022 | 180 | $8.2M | $231,773 | $435,216 |
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 |
|---|---|---|---|---|
| CONDON,O'MEARA,MCGINTY&DONNELLY,LLP | Auditor | — | — | $0 |
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 | $49,769 | — | $49,769 | — | — |
| 2023 | $41,780 | $22,974 | $18,806 | — | — |
| 2022 | $37,547 | $20,782 | $16,765 | — | — |