Plan Snapshot
- Plan Sponsor: Keystonecare
- Sponsor EIN: 273126595
- Sponsor Address: 8765 STENTON AVENUE, WYNDMOOR, PA, 19038
- Plan Type: 403(b)
- Total Participants: 149
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2023 | 149 | $3.0M | $46,083 | $369,039 |
| 2022 | 159 | $2.4M | $93,505 | $425,763 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | INVESTMENT ADVISOR | $23,236 | — | $23,236 |
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,236
- Estimated Expense Ratio: 0.779% 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 |
|---|---|---|---|---|---|
| 2023 | $13,030 | — | $13,030 | — | — |
| 2022 | $11,258 | — | $11,258 | — | — |