Plan Snapshot
- Plan Sponsor: Phi D/B/A Presbyterian Senior Living
- Sponsor EIN: 231381404
- Sponsor Address: ONE TRINITY DRIVE E, DILLSBURG, PA, 17019
- Plan Type: 403(b)
- Total Participants: 2,412
- Total Assets: $31.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 2,412 | $31.9M | $1.7M | $3.3M |
| 2023 | 2,415 | $25.7M | $0 | $2.4M |
| 2022 | 1,985 | $22.6M | $0 | $2.3M |
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 |
|---|---|---|---|---|
| MCKONLY & ASBURY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCKONLY & ASBURY, LLP — 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 | $168,334 | $100,867 | — | — | — |
| 2023 | $129,906 | $79,811 | — | — | — |
| 2022 | $127,414 | $83,988 | — | — | $37,276 |