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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $122,593 | — | $122,593 |
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: $122,593
- Estimated Expense Ratio: 0.174% 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 | — | — |