Plan Snapshot
- Plan Sponsor: Aria Health
- Sponsor EIN: 230596940
- Sponsor Address: 1101 MARKET STREET, SUITE 2300, PHILADELPHIA, PA, 19107
- Plan Type: 403(b)
- Total Participants: 4,564
- Total Assets: $428.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 4,564 | $428.4M | $13.4M | $20.5M |
| 2023 | 4,450 | $366.3M | $13.7M | $19.7M |
| 2022 | 4,232 | $297.8M | $12.5M | $18.4M |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN,PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN,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 | $187,420 | — | — | — | — |
| 2023 | $140,681 | — | — | — | — |
| 2022 | $142,261 | — | — | — | — |