Plan Snapshot
- Plan Sponsor: Wesbury United Methodist Community
- Sponsor EIN: 250425760
- Sponsor Address: 31 PARK AVENUE, MEADVILLE, PA, 16335
- Plan Type: DC
- Total Participants: 337
- Total Assets: $11.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 337 | $11.5M | $209,729 | $474,559 |
| 2023 | 376 | $10.8M | $207,127 | $488,639 |
| 2022 | 315 | $9.5M | $206,855 | $463,090 |
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 |
|---|---|---|---|---|
| MCGILL, POWER, BELL & ASSOCIATES | Auditor | — | — | $0 |
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 | $63,827 | $33,292 | $30,535 | — | — |
| 2023 | $50,509 | $22,486 | $28,023 | — | — |
| 2022 | $30,901 | $26,284 | $4,617 | — | — |