Plan Snapshot
- Plan Sponsor: Paramount Health Resources INC
- Sponsor EIN: 201608540
- Sponsor Address: 3025 WASHINGTON RD STE 201, MCMURRAY, PA, 153173246
- Plan Type: 401(k)
- Total Participants: 1,427
- Total Assets: $4.6M
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 | 1,427 | $4.6M | $0 | $543,351 |
| 2023 | 1,222 | $4.9M | $0 | $537,136 |
| 2022 | 1,476 | $4.1M | $0 | $557,991 |
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 |
|---|---|---|---|---|
| WILKE CPAS & ADVISORS | Auditor | $11,827 | — | $11,827 |
| LEVELIZED COMPENSATION ADVISOR | INVESTMENT ADVISORY | $11,767 | — | $11,767 |
| PAYCHEX, INC | RECORDKEEPER | $5,624 | — | $5,624 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILKE CPAS & ADVISORS — Auditor
- PAYCHEX, INC — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,218
- Estimated Expense Ratio: 0.632% 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 | $11,827 | — | — | $11,827 | — |
| 2023 | $10,868 | $10,868 | — | — | — |
| 2022 | $11,556 | $10,708 | $848 | — | — |