# Ashfield Healthcare, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ashfield-healthcare-llc-401k-plan

> Ashfield Healthcare, LLC's 401(k) plan: 2,200 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| GLOBAL RETIREMENT PARTNERS|INVESTMENT/FINANCIAL ADVI|$231,136|—|$231,136|

| ADP, INC.|RECORD KEEPER|$199,534|—|$199,534|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $430,670

- **Estimated Expense Ratio:** 0.308% of plan assets

### 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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ashfield-healthcare-llc-401k-plan)

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