Plan Snapshot
- Plan Sponsor: Berks Community Health Center
- Sponsor EIN: 273795179
- Sponsor Address: 645 PENN STREET, SUITE 301, READING, PA, 19601
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $2.3M
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 | 93 | $2.3M | $54,979 | $115,738 |
| 2023 | 108 | $2.2M | $50,376 | $107,156 |
| 2022 | 107 | $1.9M | $47,070 | $100,215 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $25,148 | $10,550 | $13,932 | — | — |
| 2023 | $25,122 | $9,822 | $14,534 | — | — |
| 2022 | $23,039 | $9,877 | $13,162 | — | — |