Plan Snapshot
- Plan Sponsor: Great Lakes Behavioral Research Institute
- Sponsor EIN: 251320550
- Sponsor Address: 9515 GOEHRING ROAD, CRANBERRY TOWNSHIP, PA, 160663713
- Plan Type: 403(b)
- Total Participants: 173
- Total Assets: $16.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 173 | $16.9M | $548,826 | $702,222 |
| 2023 | 179 | $14.9M | $451,844 | $627,831 |
| 2022 | 180 | $11.7M | $484,301 | $610,111 |
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 |
|---|---|---|---|---|
| LOUIS PLUNG & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LOUIS PLUNG & COMPANY, LLP — 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 | $20,347 | — | $20,347 | — | — |
| 2023 | $17,385 | — | $17,385 | — | — |
| 2022 | $17,257 | — | $17,257 | — | — |