Plan Snapshot
- Plan Sponsor: The Pottsville Area Emergency Medical Services, INC
- Sponsor EIN: 232612807
- Sponsor Address: 320 N. 9TH ST., POTTSVILLE, PA, 17901
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 30
- Total Assets: $23,003
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 | 30 | $23,003 | $0 | $0 |
| 2024 | 30 | $92,982 | $402,059 | $59,939 |
| 2023 | 27 | $72,092 | $322,701 | $48,241 |
| 2022 | 30 | $17,118 | $328,567 | $38,882 |
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, LLC | Investment Advisor | $31,798 | — | $31,798 |
| PATRIOT (POWER-KUNKLE GROUP, INC.) | Investment Advisor | $11,306 | — | $11,306 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,104
- Estimated Expense Ratio: 187.384% 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 | $542,741 | — | — | — | — |
| 2024 | $431,929 | — | — | — | — |
| 2023 | $334,348 | — | — | — | — |
| 2022 | $347,578 | — | — | — | — |