Plan Snapshot
- Plan Sponsor: Merion Health Partners, LLC
- Sponsor EIN: 824583039
- Sponsor Address: 48A E RIDGE PIKE, CONSHOHOCKEN, PA, 19428
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 86
- Total Assets: $1.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 86 | $1.0M | $5,551 | $273,725 |
| 2023 | 91 | $702,445 | $0 | $194,925 |
| 2022 | 60 | $306,836 | $13,245 | $136,521 |
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 |
|---|---|---|---|---|
| BAKER TILLY | 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 | $5,364 | $2,064 | $3,300 | — | — |
| 2023 | $68,976 | — | — | — | — |
| 2022 | $29,810 | — | — | — | — |