Plan Snapshot
- Plan Sponsor: Pennsylvania Ambulance
- Sponsor EIN: 462961683
- Sponsor Address: 1000 DUNHAM DR, DUNMORE, PA, 18512
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 195 | $2.6M | $223,979 | $328,829 |
| 2023 | 178 | $2.0M | $194,567 | $285,208 |
| 2022 | 33 | $1.2M | $58,267 | $121,374 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $24,964 | — | $24,964 |
| ROBERT ROSSI & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROBERT ROSSI & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,964
- Estimated Expense Ratio: 0.946% 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 | $29,565 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |