Plan Snapshot
- Plan Sponsor: Lutheran Seniorlife/Passavant Retirement & Health Center
- Sponsor EIN: 251527666
- Sponsor Address: 191 SCHARBERRY LANE, MARS, PA, 16046
- Plan Type: 403(b)
- Total Participants: 1,233
- Total Assets: $53.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,233 | $53.3M | $933,286 | $2.7M |
| 2023 | 1,188 | $49.1M | $870,232 | $2.7M |
| 2022 | 1,177 | $42.1M | $808,998 | $2.5M |
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 |
|---|---|---|---|---|
| MCCALL, SCANLON & TICE, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCCALL, SCANLON & TICE, 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 | $124,802 | $37,500 | — | — | — |
| 2023 | $106,286 | $30,000 | — | — | — |
| 2022 | $99,883 | $29,500 | — | — | — |