Plan Snapshot
- Plan Sponsor: Caring Hearts Health Care Serv
- Sponsor EIN: 451170555
- Sponsor Address: 400 MACDADE BLVD, COLLINGDALE, PA, 190233306
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $233,343
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 209 | $233,343 | $0 | $26,271 |
| 2023 | 160 | $204,769 | $0 | $43,636 |
| 2022 | 140 | $159,059 | $0 | $50,964 |
| 2018 | 91 | $21,934 | $0 | $25,577 |
| 2017 | 28 | $2,969 | $0 | $2,827 |
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 |
|---|---|---|---|---|
| WATERS & ASSOCIATES CPAS | Auditor | — | — | $0 |
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 | $2,191 | $1,007 | $1,184 | — | — |
| 2023 | $3,271 | $882 | $2,389 | — | — |
| 2022 | $9,571 | $719 | $8,852 | — | — |
| 2018 | — | — | — | — | — |
| 2017 | — | — | — | — | — |