# Pentec Health, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pentec-health-inc-401k-plan

> Pentec Health, INC.'s 401(k) plan: 613 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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.](https://planprovider.pro/provider/intellicents-inc) — NONE

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/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|—|—|—|—|

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