Plan Ledger DOL Form 5500 · updated monthly

Central Penn, Inc.401(k)

CENTRAL PENN 401(K) RETIREMENT SAVINGS PLAN · SUMMERDALE, PA · plan year 2022

Reported admin expense ratio · 2022
0.15%

Central Penn, Inc. reported $6,806 in plan administrative expenses for 2022: 0.15% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Pennsylvania (3,015th of 3,651), and 2,612th of 3,091 in educational services.

Plan summary
Net assets, end of year$4,025,836
Participants with balances91
Active participants124
Employer contributions—
Employee contributions$379,311
Employer contribution per active participant—
Average account balance$44,240
Benefits paid to participants$467,520
Plan auditUnmodified (clean) audit opinion
AuditorTROUT CPA
Administrative expenses, itemized · 2022
Professional / advisory$6,806
Total administrative$6,806
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$6,806 · 0.15%
All plans at this employer2
CENTRAL PENN, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
CENTRAL PENN 401(K) RETIREMENT SAVINGS PLAN401(k)
Same employer
Similar plansEducational Services · Pennsylvania
Martha Lloyd School, Inc. PA$4.5M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231857027 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.