Plan Snapshot
- Plan Sponsor: Newcourtland Elder Services
- Sponsor EIN: 232734102
- Sponsor Address: 6970 GERMANTOWN AVE., PHILADELPHIA, PA, 19119
- Plan Type: 403(b)
- Total Participants: 356
- Total Assets: $13.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 356 | $13.3M | $470,842 | $889,439 |
| 2023 | 352 | $11.5M | $439,197 | $823,719 |
| 2022 | 354 | $9.6M | $428,769 | $694,495 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $103,853 | — | — | — | — |
| 2023 | $90,132 | — | — | — | — |
| 2022 | $73,369 | $24,500 | $48,869 | — | — |