Plan Snapshot
- Plan Sponsor: Kennedy Health System
- Sponsor EIN: 221773439
- Sponsor Address: 1101 MARKET STREET, SUITE 2300, PHILADELPHIA, PA, 19107
- Plan Type: 403(b)
- Total Participants: 5,208
- Total Assets: $400.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,208 | $400.3M | $20.4M | $10.3M |
| 2023 | 5,069 | $350.7M | $9.2M | $19.3M |
| 2022 | 4,391 | $297.0M | $8.3M | $18.0M |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — 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 | $202,374 | — | — | — | — |
| 2023 | $152,042 | — | — | — | — |
| 2022 | $138,448 | — | — | — | — |