Plan Snapshot
- Plan Sponsor: Thomas, Thomas & Hafer, LLP
- Sponsor EIN: 251643634
- Sponsor Address: 225 GRANDVIEW AVENUE, CAMP HILL, PA, 17011
- Plan Type: DC
- Total Participants: 147
- Total Assets: $46.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 147 | $46.3M | $1.7M | $1.4M |
| 2023 | 146 | $41.6M | $1.6M | $1.4M |
| 2022 | 129 | $41.4M | $1.5M | $1.3M |
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 |
|---|---|---|---|---|
| SIMON LEVER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIMON LEVER LLC — 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 | $31,370 | $6,952 | — | — | — |
| 2023 | $39,417 | $4,189 | — | — | — |
| 2022 | $28,471 | $3,125 | — | — | $11,430 |