Plan Snapshot
- Plan Sponsor: Hamilton Health Center
- Sponsor EIN: 231858363
- Sponsor Address: 110 S 17TH STREET, HARRISBURG, PA, 171041123
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $6.0M
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 | 209 | $6.0M | $267,512 | $613,496 |
| 2023 | 186 | $6.2M | $231,110 | $512,367 |
| 2022 | 187 | $5.2M | $215,828 | $440,289 |
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 | CONTRACT ADMINISTRATOR | $46,391 | — | $46,391 |
| S B H U LIFE AGENCY INC | OTHER SERVICES | — | $26,595 | $26,595 |
| SMITH ELLIOTT KEARNS & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- S B H U LIFE AGENCY INC — OTHER SERVICES
- SMITH ELLIOTT KEARNS & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,986
- Estimated Expense Ratio: 1.209% 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 | $46,391 | — | $46,391 | — | — |
| 2023 | $43,185 | — | $43,185 | — | — |
| 2022 | $41,071 | — | $41,071 | — | — |