Plan Snapshot
- Plan Sponsor: Good Shepherd Rehabilitation Hospital
- Sponsor EIN: 231371947
- Sponsor Address: 850 SOUTH 5TH STREET, ALLENTOWN, PA, 18103
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $67.6M | $0 | $0 |
| 2023 | 122 | $92.7M | $0 | $0 |
| 2022 | 159 | $88.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $299,694 | — | $299,694 |
| SEI INVESTMENTS | Investment Advisor | $202,671 | — | $202,671 |
| US BANK | Custodian / Trustee | $16,157 | — | $16,157 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $518,522
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 | $66,739,711 | $55,748 | $59,224 | — | — |
| 2024 | $623,865 | $202,671 | $299,694 | — | — |
| 2023 | $631,918 | $309,847 | $180,848 | — | — |
| 2022 | $646,613 | $254,634 | $176,348 | — | $18,358 |