Plan Snapshot
- Plan Sponsor: Brockie Healthcare
- Sponsor EIN: 232245287
- Sponsor Address: PO BOX 2807, YORK, PA, 17405
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $26.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 93 | $26.8M | $95,090 | $303,280 |
| 2023 | 88 | $26.7M | $96,012 | $293,425 |
| 2022 | 94 | $27.2M | $112,838 | $341,709 |
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 |
|---|---|---|---|---|
| ROSS, BUEHLER, FALK AND CO,, LLP | Auditor | $21,900 | — | $21,900 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,900
- Estimated Expense Ratio: 0.082% 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 | $28,642 | $5,089 | — | $21,900 | — |
| 2023 | $7,365 | $5,452 | — | — | — |
| 2022 | $20,119 | $6,927 | — | — | — |