Plan Snapshot
- Plan Sponsor: Center For Organ Recovery & Education
- Sponsor EIN: 251332885
- Sponsor Address: 204 SIGMA DRIVE, PITTSBURGH, PA, 15238
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $35.3M
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 | 213 | $35.3M | $1.9M | $1.2M |
| 2023 | 165 | $28.9M | $1.6M | $1.0M |
| 2022 | 153 | $23.3M | $1.5M | $908,856 |
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 |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | RECORDKEEPER | $20,805 | — | $20,805 |
| AVANTAX ADVISORY SERVICES INC D | INVESTMENT ADVISOR | $10,000 | — | $10,000 |
| STRATOS WEALTH ADVISORS LLC | INVESTMENT ADVISOR | $10,000 | — | $10,000 |
| EPSTEIN, TABOR AND SCHORR | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,805
- Estimated Expense Ratio: 0.116% 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 | $41,206 | $16,710 | — | — | — |
| 2023 | $35,959 | $10,741 | — | — | — |
| 2022 | $33,960 | $33,960 | — | — | — |