Plan Snapshot
- Plan Sponsor: Comhar, INC.
- Sponsor EIN: 237418921
- Sponsor Address: 100 W. LEHIGH AVE, PHILADELPHIA, PA, 19133
- Plan Type: 403(b)
- Total Participants: 469
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 469 | $12.3M | $448,173 | $1.0M |
| 2023 | 468 | $11.2M | $460,423 | $1.0M |
| 2022 | 455 | $9.6M | $442,455 | $914,667 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $115,421 | — | $115,421 |
| BCG SECURITIES INC | INVESTMENT ADVISORY | — | $33,344 | $33,344 |
| WITHUM SMITH & BROWN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BCG SECURITIES INC — INVESTMENT ADVISORY
- WITHUM SMITH & BROWN PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $148,765
- Estimated Expense Ratio: 1.212% 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 | $115,421 | — | $115,421 | — | — |
| 2023 | $113,739 | — | $113,739 | — | — |
| 2022 | $109,598 | — | $109,598 | — | — |