Plan Snapshot
- Plan Sponsor: Pension Fund For Nursing And Health Care Employees
- Sponsor EIN: 232774706
- Sponsor Address: 1319 LOCUST STREET, PHILADELPHIA, PA, 191075405
- Plan Type: DC
- Total Participants: 1,920
- Total Assets: $72.5M
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 | 1,920 | $72.5M | $2.9M | $0 |
| 2023 | 1,951 | $67.3M | $2.9M | $0 |
| 2022 | 1,808 | $62.9M | $2.9M | $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 |
|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | Auditor | $26,350 | — | $26,350 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,350
- Estimated Expense Ratio: 0.036% 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 | $932,471 | $102,850 | — | $26,350 | — |
| 2023 | $960,632 | $121,069 | — | $23,100 | — |
| 2022 | $880,166 | $140,088 | — | — | $96,885 |