Plan Snapshot
- Plan Sponsor: Community Health & Dental Care,
- Sponsor EIN: 202764402
- Sponsor Address: 351 W SCHUYLKILL RD, POTTSTOWN, PA, 19465
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $5.5M
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 | 160 | $5.5M | $178,718 | $713,039 |
| 2023 | 170 | $4.7M | $160,533 | $647,863 |
| 2022 | 150 | $3.9M | $136,830 | $530,747 |
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 |
|---|---|---|---|---|
| ALAN ROSS & COMPANY PC | 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 | $35,620 | — | — | — | — |
| 2023 | $29,622 | — | — | — | — |
| 2022 | $22,718 | — | — | — | — |