Plan Snapshot
- Plan Sponsor: Peninsula Institute For Community Health, INC
- Sponsor EIN: 541083954
- Sponsor Address: 1033 28TH STREET, NEWPORT NEWS, VA, 23607
- Plan Type: 403(b)
- Total Participants: 122
- Total Assets: $9.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 122 | $9.9M | $232,980 | $560,024 |
| 2023 | 171 | $8.7M | $449,848 | $580,921 |
| 2022 | 170 | $7.9M | $579,415 | $520,744 |
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 |
|---|---|---|---|---|
| PBMARES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PBMARES, 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 | $48,358 | — | $48,358 | — | — |
| 2023 | $49,735 | — | — | — | — |
| 2022 | $54,140 | — | — | — | $54,140 |