Plan Snapshot
- Plan Sponsor: Keystone Rural Health Center
- Sponsor EIN: 251546810
- Sponsor Address: 111 CHAMBERS HILL DRIVE, CHAMBERSBURG, PA, 17201
- Plan Type: 403(b)
- Total Participants: 603
- Total Assets: $42.3M
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 | 603 | $42.3M | $1.5M | $2.8M |
| 2023 | 562 | $34.8M | $1.3M | $2.4M |
| 2022 | 541 | $27.5M | $1.2M | $2.2M |
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 |
|---|---|---|---|---|
| SMITH ELLOIT KEARNS AND CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH ELLOIT KEARNS AND CO., LLC — 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 | $94,729 | $10,081 | $84,648 | — | — |
| 2023 | $153,015 | $39,996 | $113,019 | — | — |
| 2022 | $145,764 | — | $145,764 | — | — |