# Heritage Valley Health System 401(k) Plan
Source: https://planprovider.pro/companies/heritage-valley-health-system-401k-plan

> Heritage Valley Health System's 401(k) plan: 1,368 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heritage Valley Health System

- **Sponsor EIN:** 251441518

- **Sponsor Address:** 420 ROUSER ROAD, MOON TOWNSHIP, PA, 151083090

- **Plan Type:** 401(k)

- **Total Participants:** 1,368

- **Total Assets:** $141.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|1,368|$141.8M|$2.9M|$5.9M|

| 2023|1,342|$126.8M|$2.9M|$5.9M|

| 2022|1,460|$110.3M|$2.8M|$5.5M|

## 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|

| ASCENSUS LLC|NONE|$88,125|—|$88,125|

| RETIREMENT RESOURCES INVESTMENT GRO|NONE|$30,000|—|$30,000|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $118,125

- **Estimated Expense Ratio:** 0.083% 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|$118,125|$30,000|$88,125|—|—|

| 2023|$118,051|$30,000|$88,051|—|—|

| 2022|$126,291|$30,000|$96,266|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/heritage-valley-health-system-401k-plan)

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