Plan Snapshot
- Plan Sponsor: Gallagher Home Health Service
- Sponsor EIN: 113733740
- Sponsor Address: 1370 WASHINGTON PIKE, SUITE 401, BRIDGEVILLE, PA, 15017
- Plan Type: 401(k)
- Total Participants: 206
- Total Assets: $3.8M
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 | 206 | $3.8M | $102,147 | $318,306 |
| 2023 | 236 | $3.4M | $113,833 | $333,863 |
| 2022 | 228 | $2.8M | $132,511 | $411,797 |
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 |
|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | ADVISOR | $17,823 | — | $17,823 |
| THE VANGUARD GROUP, INC. | RECORDKEEPER | $10,985 | — | $10,985 |
| WILKE CPAS & ADVISORS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COMMONWEALTH FINANCIAL NETWORK — ADVISOR
- THE VANGUARD GROUP, INC. — RECORDKEEPER
- WILKE CPAS & ADVISORS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,808
- Estimated Expense Ratio: 0.764% 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 | $27,528 | $17,823 | $9,705 | — | — |
| 2023 | $28,356 | $14,793 | $6,241 | — | — |
| 2022 | $23,255 | — | $23,255 | — | — |