# PA Options For Wellness 401(k) Plan
Source: https://planprovider.pro/companies/pa-options-for-wellness-401k-plan

> PA Options For Wellness's 401(k) plan: 162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** PA Options For Wellness

- **Sponsor EIN:** 475026829

- **Sponsor Address:** 4711 QUEEN AVENUE, HARRISBURG, PA, 17109

- **Plan Type:** 401(k)

- **Total Participants:** 162

- **Total Assets:** $1.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|162|$1.3M|$0|$415,537|

| 2023|169|$1.0M|$0|$409,459|

| 2022|155|$607,109|$0|$262,349|

## 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|

| SMITH ELLIOTT KEARNS & COMPANY LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SMITH ELLIOTT KEARNS & COMPANY LLC](https://planprovider.pro/provider/smith-elliott-kearns-and-company-llc) — 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|$10,017|$10,017|—|—|—|

| 2023|$6,880|$6,880|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Great Lakes Behavioral Research Institute](https://planprovider.pro/companies/great-lakes-behavioral-research-institute-403b-plan) — 173 participants

- [Ehs Support, LLC](https://planprovider.pro/companies/ehs-support-llc-401k-plan) — 138 participants

- [Network Packaging Group, LLC](https://planprovider.pro/companies/network-packaging-group-llc-401k-plan) — 197 participants

- [Tci Holding Company, INC.](https://planprovider.pro/companies/tci-holding-company-inc-plan) — 207 participants

- [Gap International, INC.](https://planprovider.pro/companies/gap-international-inc-plan) — 116 participants

- [Pvr Technologies, INC.](https://planprovider.pro/companies/pvr-technologies-inc-401k-plan) — 113 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pa-options-for-wellness-401k-plan)

© 2026 PlanProvider.Pro