Plan Snapshot
- Plan Sponsor: Passavant Memorial Homes
- Sponsor EIN: 251021794
- Sponsor Address: 100 PASSAVANT WAY, PITTSBURGH, PA, 15238
- Plan Type: 401(k)
- Total Participants: 857
- Total Assets: $4.8M
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 | 857 | $4.8M | $65,912 | $589,462 |
| 2023 | 925 | $4.5M | $74,719 | $571,788 |
| 2022 | 1,007 | $3.8M | $61,253 | $549,310 |
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 | $104,226 | $21,094 | $83,132 | — | — |
| 2023 | $94,967 | $20,062 | $74,905 | — | — |
| 2022 | $122,581 | — | $122,581 | — | — |