Plan Snapshot
- Plan Sponsor: North Penn Comprehensive Health Services
- Sponsor EIN: 231889724
- Sponsor Address: 40 WEST WELLSBORO STREET, MANSFIELD, PA, 169331411
- Plan Type: 403(b)
- Total Participants: 174
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 174 | $8.8M | $516,242 | $993,823 |
| 2023 | 172 | $6.3M | $449,546 | $877,762 |
| 2022 | 182 | $4.5M | $566,311 | $785,482 |
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 | — | — | $0 |
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: $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 | $39,814 | — | $39,814 | — | — |
| 2023 | $26,911 | — | $26,911 | — | — |
| 2022 | $14,379 | — | $14,379 | — | — |