Plan Snapshot
- Plan Sponsor: Children'S Home Of York
- Sponsor EIN: 231352081
- Sponsor Address: 77 SHOE HOUSE ROAD, YORK, PA, 174068052
- Plan Type: 403(b)
- Total Participants: 60
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 60 | $3.6M | $149,775 | $137,815 |
| 2023 | 87 | $3.1M | $114,992 | $101,081 |
| 2022 | 103 | $2.5M | $154,722 | $86,792 |
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 |
|---|---|---|---|---|
| BOYER & RITTER, LLC | 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 | $2,429 | — | $2,429 | — | — |
| 2023 | $645 | — | $645 | — | — |
| 2022 | $1,385 | — | — | — | — |