Plan Snapshot
- Plan Sponsor: Pentec Health, INC.
- Sponsor EIN: 510269822
- Sponsor Address: 4 CREEK PARKWAY, BOOTHWYN, PA, 19061
- Plan Type: 401(k)
- Total Participants: 613
- Total Assets: $34.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2023 | 613 | $34.7M | $1.0M | $2.8M |
| 2022 | 536 | $29.8M | $942,307 | $2.5M |
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 |
|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | NONE | $186,386 | — | $186,386 |
| GLOBAL RETIREMENT PARTNERS LLC | SERVICE PROVIDER | — | $13,334 | $13,334 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALERUS FINANCIAL, N.A. — NONE
- GLOBAL RETIREMENT PARTNERS LLC — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $199,720
- Estimated Expense Ratio: 0.576% 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 |
|---|---|---|---|---|---|
| 2023 | $93,843 | $86,937 | $600 | — | — |
| 2022 | $74,904 | — | — | — | — |