Plan Snapshot
- Plan Sponsor: Penn Health Partners, LLC
- Sponsor EIN: 863416863
- Sponsor Address: 680 CENTRAL AVENUE, UNIT 101, CEDARHURST, NY, 11516
- Plan Type: DC
- Total Participants: 311
- Total Assets: $598,408
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 | 311 | $598,408 | $0 | $32,955 |
| 2023 | 418 | $559,390 | $0 | $52,958 |
| 2022 | 524 | $450,374 | $0 | $57,082 |
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 |
|---|---|---|---|---|
| RAPHAEL GROSSMAN CPA LLC | Auditor | — | — | $0 |
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 | $4,138 | — | — | — | — |
| 2023 | $3,810 | $3,810 | — | — | — |
| 2022 | — | — | — | — | — |