Plan Snapshot
- Plan Sponsor: Malvern Health, INC.
- Sponsor EIN: 232027109
- Sponsor Address: TWO VALLEY SQUARE, BLUE BELL, PA, 19422
- Plan Type: 401(k)
- Total Participants: 561
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 561 | $6.1M | $101,608 | $774,484 |
| 2023 | 472 | $4.7M | $81,472 | $637,364 |
| 2022 | 425 | $3.8M | $77,742 | $620,518 |
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 |
|---|---|---|---|---|
| BACHELER & COMPANY | Auditor | — | — | $0 |
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 | $48,601 | $25,035 | $23,566 | — | — |
| 2023 | $42,126 | $22,201 | $19,925 | — | — |
| 2022 | $42,624 | $21,871 | $20,753 | — | — |