Plan Snapshot
- Plan Sponsor: Dr.Gertrude A. Barber Center, INC
- Sponsor EIN: 237447611
- Sponsor Address: 100 BARBER PLACE, ERIE, PA, 16507
- Plan Type: 401(k)
- Total Participants: 1,176
- Total Assets: $33.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 1,176 | $33.1M | $961,600 | $1.1M |
| 2023 | 1,498 | $37.0M | $706,872 | $920,987 |
| 2022 | 1,043 | $32.7M | $789,934 | $951,713 |
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 |
|---|---|---|---|---|
| MAHER DUESSEL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAHER DUESSEL — Auditor
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 | $103,449 | $26,250 | — | — | — |
| 2023 | $79,116 | $44,360 | $34,756 | — | — |
| 2022 | $76,312 | $25,892 | $42,656 | — | $7,764 |