Plan Snapshot
- Plan Sponsor: Pennswood Village
- Sponsor EIN: 232021541
- Sponsor Address: 1382 NEWTOWN LANGHORNE ROAD, NEWTOWN, PA, 18940
- Plan Type: 403(b)
- Total Participants: 428
- Total Assets: $20.8M
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 | 428 | $20.8M | $571,608 | $884,508 |
| 2023 | 393 | $20.1M | $532,827 | $805,830 |
| 2022 | 360 | $17.7M | $490,171 | $780,911 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $39,351 | $37,739 | $1,612 | — | — |
| 2023 | $35,268 | $33,774 | $1,494 | — | — |
| 2022 | $34,039 | $32,665 | $1,374 | — | — |