Plan Snapshot
- Plan Sponsor: Wickersham Construction & Engineering, INC.
- Sponsor EIN: 232225439
- Sponsor Address: 777 EAST ROSS STREET, LANCASTER, PA, 17602
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 57
- Total Assets: $574,580
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 57 | $574,580 | $804,595 | $49,193 |
| 2023 | 76 | $366,345 | $807,661 | $109,716 |
| 2022 | 65 | $83,033 | $681,585 | $117,781 |
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 |
|---|---|---|---|---|
| MCCONKEY BENEFITS & FINANCIAL SERV | Investment Advisor | $23,943 | — | $23,943 |
| HIGHMARK | Other Service Provider | $14,879 | — | $14,879 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,822
- Estimated Expense Ratio: 6.757% 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 | $671,829 | — | — | — | — |
| 2023 | $599,960 | — | — | — | — |
| 2022 | $728,327 | — | — | — | — |