Plan Snapshot
- Plan Sponsor: United Disabilities Services Foundation
- Sponsor EIN: 260504792
- Sponsor Address: 2270 ERIN CT, LANCASTER, PA, 176011965
- Plan Type: 401(k)
- Total Participants: 346
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 346 | $7.6M | $189,240 | $609,406 |
| 2023 | 402 | $6.3M | $172,882 | $544,417 |
| 2022 | 373 | $5.3M | $171,209 | $517,735 |
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 |
|---|---|---|---|---|
| CONRAD SIEGEL | NONE | $9,570 | — | $9,570 |
| MCKONLY & ASBURY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCKONLY & ASBURY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,570
- Estimated Expense Ratio: 0.126% 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 | $9,570 | — | — | — | — |
| 2023 | $7,882 | — | — | — | — |
| 2022 | $5,121 | — | — | — | — |