Plan Snapshot
- Plan Sponsor: Perseus House, INC.
- Sponsor EIN: 237123683
- Sponsor Address: 1511 PEACH STREET, ERIE, PA, 16501
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $7.7M
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. |
|---|---|---|---|---|
| 2024 | 119 | $7.7M | $311,217 | $236,405 |
| 2023 | 125 | $7.6M | $318,264 | $219,256 |
| 2022 | 133 | $6.8M | $326,396 | $203,358 |
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 |
|---|---|---|---|---|
| HEBERLEIN & FALK, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HEBERLEIN & FALK, P.C. — 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 | $24,591 | — | — | — | — |
| 2023 | $344 | — | — | — | — |
| 2022 | $3,760 | $3,760 | — | — | — |