Plan Snapshot
- Plan Sponsor: Community Health & Dental Care,
- Sponsor EIN: 202764402
- Sponsor Address: 351 W SCHUYLKILL RD, POTTSTOWN, PA, 19465
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 186
- Total Assets: $6.8M
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. |
|---|---|---|---|---|
| 2025 | 186 | $6.8M | $0 | $0 |
| 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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $33,591 | — | $33,591 |
| ROSS & COMPANY | Other Service Provider | $9,250 | — | $9,250 |
| ADP STRATEGIC PLAN SERVICES | Investment Advisor | $5,979 | — | $5,979 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,820
- Estimated Expense Ratio: 0.715% 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 |
|---|---|---|---|---|---|
| 2025 | $647,443 | $7,796 | — | $9,250 | — |
| 2024 | $35,620 | — | — | — | — |
| 2023 | $29,622 | — | — | — | — |
| 2022 | $22,718 | — | — | — | — |