Plan Snapshot
- Plan Sponsor: Penn Highlands Healthcare, INC.
- Sponsor EIN: 320345810
- Sponsor Address: PO BOX 447, DUBOIS, PA, 158010447
- Plan Type: 403(b)
- Total Participants: 4,815
- Total Assets: $330.6M
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 | 4,815 | $330.6M | $6.7M | $13.9M |
| 2023 | 4,128 | $274.9M | $5.7M | $12.3M |
| 2022 | 3,651 | $216.6M | $5.2M | $11.2M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $415,474 | $64,920 | — | — | — |
| 2023 | $280,034 | — | — | — | — |
| 2022 | $240,970 | — | — | — | — |