Plan Snapshot
- Plan Sponsor: Holy Family Institute
- Sponsor EIN: 250984606
- Sponsor Address: 8235 OHIO RIVER BLVD, PITTSBURGH, PA, 15202
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 301
- Total Assets: $10.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 301 | $10.6M | $270,378 | $915,833 |
| 2023 | 310 | $9.4M | $300,395 | $831,036 |
| 2022 | 347 | $8.3M | $312,895 | $881,033 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $37,668 | — | $37,668 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,668
- Estimated Expense Ratio: 0.354% 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 | $37,668 | — | — | — | — |
| 2023 | $29,760 | — | — | — | — |
| 2022 | $27,302 | $4,868 | — | — | — |