Plan Snapshot
- Plan Sponsor: Pennsylvania Psychiatric Institute
- Sponsor EIN: 261699000
- Sponsor Address: 2501 NORTH 3RD ST, HARRISBURG, PA, 17110
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 0 | $0 | -$28,645 | $0 |
| 2023 | 411 | $19.9M | $907,758 | $1.4M |
| 2022 | 375 | $17.7M | $941,907 | $1.3M |
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 |
|---|---|---|---|---|
| BROWN SCHULTZ SHERIDAN & FRITZ | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN SCHULTZ SHERIDAN & FRITZ — 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 | $17,070 | $5,371 | — | — | — |
| 2023 | $75,022 | $20,458 | — | — | — |
| 2022 | $116,934 | $28,764 | — | — | — |