# Pathways To Housing PA, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/pathways-to-housing-pa-inc-452612118-501

> Pathways To Housing PA, INC.'s Health & Welfare plan: 83 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/marsh-mclennan-agency) — 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|—|—|—|—|

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