Plan Snapshot
- Plan Sponsor: Human Services Center
- Sponsor EIN: 251123896
- Sponsor Address: 130 W NORTH STREET, NEW CASTLE, PA, 16101
- Plan Type: 403(b)
- Total Participants: 179
- Total Assets: $12.1M
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 | 179 | $12.1M | $468,531 | $308,388 |
| 2023 | 181 | $10.8M | $440,429 | $308,932 |
| 2022 | 156 | $10.4M | $407,616 | $254,908 |
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 |
|---|---|---|---|---|
| PACKER THOMAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PACKER THOMAS — 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 | $61,258 | $29,075 | — | — | — |
| 2023 | $53,604 | $24,402 | — | — | — |
| 2022 | $37,561 | $16,666 | — | — | $20,895 |