Plan Snapshot
- Plan Sponsor: Pathways To Housing PA, INC.
- Sponsor EIN: 452612118
- Sponsor Address: 5201 OLD YORK ROAD, SUITE 108, PHILADELPHIA, PA, 19141
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 83
- Total Assets: $253,932
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 83 | $253,932 | $1.2M | $350,122 |
| 2023 | 76 | $191,615 | $621,123 | $742,710 |
| 2022 | 76 | $73,688 | $1.2M | $0 |
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 |
|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY, LLC EAST | Investment Advisor | $41,712 | — | $41,712 |
| THE BENECON GROUP, LLC | Investment Advisor | $24,225 | — | $24,225 |
| INDEPENDENCE ADMINISTRATORS (IA) | Other Service Provider | $11,905 | — | $11,905 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARSH & MCLENNAN AGENCY, LLC EAST — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,842
- Estimated Expense Ratio: 30.655% 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 | $1,267,046 | — | — | — | — |
| 2023 | $1,512,891 | — | — | — | — |
| 2022 | $1,195,864 | — | — | — | — |