Plan Snapshot
- Plan Sponsor: Millcreek Health System D/B/A Lecom Health
- Sponsor EIN: 251002937
- Sponsor Address: 5515 PEACH STREET, ERIE, PA, 16509
- Plan Type: 403(b)
- Total Participants: 2,114
- Total Assets: $174.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,114 | $174.0M | $5.7M | $8.6M |
| 2023 | 1,884 | $149.6M | $5.2M | $7.8M |
| 2022 | 1,554 | $127.5M | $5.1M | $7.5M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $16,200 | — | $16,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,200
- Estimated Expense Ratio: 0.009% 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 |
|---|---|---|---|---|---|
| 2024 | $316,117 | — | $4,373 | $16,200 | — |
| 2023 | $266,814 | — | $193,010 | $16,200 | — |
| 2022 | $260,375 | — | — | — | $11,430 |