# William Penn Bank 401(k) Plan
Source: https://planprovider.pro/companies/william-penn-bank-401k-plan

> William Penn Bank's 401(k) plan: 93 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** William Penn Bank

- **Sponsor EIN:** 230953930

- **Sponsor Address:** 10 CANAL STRREET, SUITE 104, BRISTOL, PA, 19007

- **Plan Type:** 401(k)

- **Total Participants:** 93

- **Total Assets:** $11.3M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|93|$11.3M|$428,683|$571,847|

| 2023|90|$9.7M|$444,154|$574,063|

| 2022|110|$8.8M|$435,871|$605,161|

## 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|

| SR SNODGRASS PC/|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SR SNODGRASS PC/](https://planprovider.pro/provider/s-r-snodgrass-pc) — 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|$2,386|—|—|—|—|

| 2023|$3,032|—|—|—|—|

| 2022|$1,558|—|—|—|—|

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