Plan Snapshot
- Plan Sponsor: Fellowship Health Resources, INC.
- Sponsor EIN: 050373414
- Sponsor Address: 111 ELWYN ROAD, MEDIA, PA, 19063
- Plan Type: 401(k)
- Total Participants: 374
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 374 | $7.5M | $90,365 | $703,420 |
| 2023 | 355 | $6.9M | $82,628 | $632,184 |
| 2022 | 385 | $5.8M | $89,048 | $697,621 |
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 |
|---|---|---|---|---|
| ASCENSUS | RECORDKEEPER | $37,631 | — | $37,631 |
| BDO USA PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,631
- Estimated Expense Ratio: 0.502% 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 | $39,581 | — | $39,581 | — | — |
| 2023 | $34,218 | — | $26,833 | $5,318 | — |
| 2022 | $36,481 | — | $36,481 | — | — |