Plan Snapshot
- Plan Sponsor: Hospital And Healthsystem Assoc. Of Pennsylvania
- Sponsor EIN: 251767436
- Sponsor Address: 30 NORTH THIRD STREET, HARRISBURG, PA, 17101
- Plan Type: 401(k)
- Total Participants: 69
- Total Assets: $28.3M
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 | 69 | $28.3M | $698,586 | $730,883 |
| 2023 | 68 | $25.4M | $668,565 | $773,487 |
| 2022 | 71 | $19.7M | $626,138 | $680,692 |
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 |
|---|---|---|---|---|
| BROWN PLUS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN PLUS — 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 | $2,425 | $2,225 | — | — | — |
| 2023 | $1,939 | $1,864 | — | — | — |
| 2022 | $2,036 | $1,736 | — | — | — |