Plan Snapshot
- Plan Sponsor: Person Directed Supports, INC.
- Sponsor EIN: 233039587
- Sponsor Address: 1541 ALTA DRIVE, SUITE 202, WHITEHALL, PA, 18052
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 148
- Total Assets: $908,942
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 | 148 | $908,942 | $2.6M | $705,930 |
| 2023 | 152 | $1.1M | $1.9M | $650,616 |
| 2022 | 152 | $104,293 | $1.5M | $627,334 |
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 |
|---|---|---|---|---|
| BSI CORPORATE BENEFITS, LLC | Investment Advisor | $65,254 | — | $65,254 |
| THE BENECON GROUP | Investment Advisor | $49,414 | — | $49,414 |
| CONNECTCARE3 | Other Service Provider | $9,978 | — | $9,978 |
| HY HOLDINGS INC | Other Service Provider | $9,941 | — | $9,941 |
| INNOVU | Investment Advisor | $7,544 | — | $7,544 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BSI CORPORATE BENEFITS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $142,131
- Estimated Expense Ratio: 15.637% 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 | $1,050,414 | $59,391 | $113,733 | — | — |
| 2023 | $896,614 | $45,389 | $78,914 | — | — |
| 2022 | $812,387 | $36,862 | $105,188 | — | — |