Plan Snapshot
- Plan Sponsor: Northern Panhandle Head Start, INC.
- Sponsor EIN: 550590843
- Sponsor Address: 1 ORCHARD ROAD SUITE 1, WHEELING, WV, 26003
- Plan Type: 403(b)
- Total Participants: 119
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 119 | $2.8M | $297,695 | $98,949 |
| 2023 | 129 | $2.4M | $241,146 | $75,773 |
| 2022 | 88 | $2.0M | $245,492 | $72,927 |
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 |
|---|---|---|---|---|
| S.R. SNODGRASS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- S.R. SNODGRASS — 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 | $25,014 | — | $25,014 | — | — |
| 2023 | $20,203 | — | $20,203 | — | — |
| 2022 | $28,363 | — | $21,463 | — | $6,900 |