Plan Snapshot
- Plan Sponsor: Ghr Healthcare, LLC
- Sponsor EIN: 232720209
- Sponsor Address: 1 VALLEY SQUARE SUITE 200, BLUE BELL, PA, 19422
- Plan Type: 401(k)
- Total Participants: 5,372
- 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 | 5,372 | $33.1M | $740,424 | $5.5M |
| 2023 | 6,057 | $26.6M | $916,551 | $6.5M |
| 2022 | 5,856 | $16.3M | $640,373 | $6.3M |
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. | RECORD KEEPER | $214,948 | — | $214,948 |
| MML INVESTORS SERVICES, INC. | INVESTMENT/FINANCIAL ADVI | $57,423 | — | $57,423 |
| MARION & BLACK LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- MML INVESTORS SERVICES, INC. — INVESTMENT/FINANCIAL ADVI
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $272,371
- Estimated Expense Ratio: 0.822% 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 | $272,372 | $60,528 | — | — | — |
| 2023 | $244,305 | $47,417 | — | — | — |
| 2022 | $166,295 | — | — | — | — |