# The Regents Of Mercersburg College Mercersburg Academy 401(k) Plan
Source: https://planprovider.pro/companies/the-regents-of-mercersburg-college-mercersburg-academy-401k-plan

> The Regents Of Mercersburg College Mercersburg Academy's 401(k) plan: 240 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Regents Of Mercersburg College Mercersburg Academy

- **Sponsor EIN:** 231365963

- **Sponsor Address:** 100 ACADEMY DRIVE, MERCERSBURG, PA, 17236

- **Plan Type:** 401(k)

- **Total Participants:** 240

- **Total Assets:** $59.5M

## 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|240|$59.5M|$1.8M|$1.8M|

| 2023|242|$52.6M|$1.7M|$1.8M|

| 2022|241|$44.8M|$1.6M|$1.7M|

## 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|

| T ROWE PRICE RPS INC|NONE|$25,508|—|$25,508|

| MCKONLY & ASBURY LLP|NONE|$13,280|—|$13,280|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MCKONLY & ASBURY LLP](https://planprovider.pro/provider/mckonly-and-asbury-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $38,788

- **Estimated Expense Ratio:** 0.065% 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|$52,069|—|—|$26,560|—|

| 2023|$37,830|—|—|$12,844|—|

| 2022|$37,167|—|—|—|$12,012|

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