Plan Snapshot
- Plan Sponsor: Ashfield Healthcare Comm.
- Sponsor EIN: 208512445
- Sponsor Address: 1100 VIRGINIA DRIVE SUITE 200, FORT WASHINGTON, PA, 19034
- Plan Type: 401(k)
- Total Participants: 717
- Total Assets: $134.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 717 | $134.2M | $5.0M | $9.7M |
| 2023 | 743 | $106.8M | $5.3M | $9.8M |
| 2022 | 745 | $81.0M | $4.1M | $7.8M |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — 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 | $234,377 | $215,841 | — | — | — |
| 2023 | $203,103 | $193,878 | — | — | — |
| 2022 | $195,385 | — | — | — | — |