Plan Snapshot
- Plan Sponsor: The Witmer Group, LLC
- Sponsor EIN: 474148551
- Sponsor Address: 1003 CORNERSTONE DRIVE, MOUNT JOY, PA, 17552
- Plan Type: 401(k)
- Total Participants: 205
- Total Assets: $24.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 205 | $24.8M | $2.1M | $734,655 |
| 2023 | 195 | $20.8M | $1.4M | $728,783 |
| 2022 | 186 | $17.9M | $1.5M | $745,793 |
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 |
|---|---|---|---|---|
| FIRST NATIONAL TRUST COMPANY | Investment Advisor | $54,217 | — | $54,217 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $47,405 | — | $47,405 |
| RKL LLP | Auditor | $19,623 | — | $19,623 |
| DUNBAR BENDER & ZAPF INC. | Other Service Provider | $13,937 | — | $13,937 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,182
- Estimated Expense Ratio: 0.546% 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 | $138,455 | — | $138,455 | — | — |
| 2023 | $108,145 | — | $108,145 | — | — |
| 2022 | $99,891 | — | $99,891 | — | — |