Plan Snapshot
- Plan Sponsor: Moravia Health Network LLC
- Sponsor EIN: 273049364
- Sponsor Address: 1500 WALNUT ST STE 1900, PHILADELPHIA, PA, 191023509
- Plan Type: 401(k)
- Total Participants: 5,560
- Total Assets: $1.6M
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. |
|---|---|---|---|---|
| 2024 | 5,560 | $1.6M | $396 | $687,295 |
| 2023 | 3,258 | $1.1M | $0 | $431,287 |
| 2022 | 2,515 | $810,514 | $198 | $334,654 |
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 |
|---|---|---|---|---|
| ERISA FIDUCIARY SERVICES, INC. | CONTRACT ADMINISTRATOR | $17,070 | — | $17,070 |
| PAYCHEX, INC. | RECORDKEEPER | $10,698 | — | $10,698 |
| WALTERS AND ASSOCIATES CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,768
- Estimated Expense Ratio: 1.754% 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 | $30,186 | $613 | $28,713 | — | — |
| 2023 | $31,496 | $66 | $31,072 | — | — |
| 2022 | $4,968 | $306 | $4,662 | — | — |