# Penn Health Partners, LLC DC Plan
Source: https://planprovider.pro/companies/penn-health-partners-llc-plan

> Penn Health Partners, LLC's DC plan: 311 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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