Plan Snapshot
- Plan Sponsor: Ashfield Healthcare, LLC
- Sponsor EIN: 900789049
- Sponsor Address: 1100 VIRGINIA DRIVE, FT WASHINGTON, PA, 19034
- Plan Type: 401(k)
- Total Participants: 2,200
- Total Assets: $139.8M
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 | 2,200 | $139.8M | $6.1M | $18.1M |
| 2023 | 2,181 | $107.8M | $6.3M | $16.1M |
| 2022 | 2,295 | $77.4M | $4.9M | $12.6M |
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 | $430,672 | $249,439 | — | — | — |
| 2023 | $326,528 | $164,597 | — | — | — |
| 2022 | $228,839 | — | — | — | — |