Plan Snapshot
- Plan Sponsor: Penn Highlands Healthcare
- Sponsor EIN: 320345810
- Sponsor Address: 100 HOSPITAL ROAD, DUBOIS, PA, 15801
- Plan Type: DB
- Total Participants: 423
- Total Assets: $70.5M
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 | 423 | $70.5M | $0 | $0 |
| 2023 | 460 | $134.2M | $173,134 | $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 |
|---|---|---|---|---|
| AON CONSULTING INC. | Recordkeeper | $376,219 | — | $376,219 |
| NEPC LLC | Recordkeeper | $301,712 | — | $301,712 |
| CLIFTONLARSONALLEN LLP | Auditor | $122,593 | — | $122,593 |
| DEFINITI LLC | Other Service Provider | $105,902 | — | $105,902 |
| US BANK | Other Service Provider | $60,011 | — | $60,011 |
| BALDWIN LAW GROUP LLP | Other Service Provider | $58,135 | — | $58,135 |
| INCOME RESEARCH & MANAGEMENT | Other Service Provider | $39,704 | — | $39,704 |
| WELLINGTON MANAGEMENT INC. | Other Service Provider | $36,471 | — | $36,471 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $8,263 | — | $8,263 |
| GARCIA HAMILTON & ASSOCIATES | Other Service Provider | $7,608 | — | $7,608 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING INC. — Recordkeeper
- NEPC LLC — Recordkeeper
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,116,618
- Estimated Expense Ratio: 1.583% 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 | $1,327,379 | $92,046 | $677,932 | $122,593 | — |
| 2023 | $1,306,297 | $115,393 | $385,873 | — | — |