Plan Snapshot
- Plan Sponsor: Passavant Memorial Homes, INC.
- Sponsor EIN: 251021794
- Sponsor Address: 100 PASSAVANT WAY, PITTSBURGH, PA, 15238
- Plan Type: 401(k)
- Total Participants: 181
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 181 | $10.0M | $365,721 | $750,059 |
| 2023 | 172 | $8.9M | $361,805 | $753,036 |
| 2022 | 189 | $8.3M | $331,383 | $691,063 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $59,468 | $3,136 | $62,604 |
| FIRST NATIONAL TRUST COMPANY | Other Service Provider | $30,563 | — | $30,563 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,167
- Estimated Expense Ratio: 0.929% 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 | $90,031 | $30,563 | $59,468 | — | — |
| 2023 | $88,973 | $28,987 | $59,986 | — | — |
| 2022 | $95,231 | — | $95,231 | — | — |