Plan Snapshot
- Plan Sponsor: Pinebrook Family Answers
- Sponsor EIN: 232112204
- Sponsor Address: 402 N FULTON ST, ALLENTOWN, PA, 181022002
- Plan Type: 403(b)
- Total Participants: 178
- Total Assets: $4.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 178 | $4.8M | $61,138 | $158,860 |
| 2023 | 180 | $4.3M | $62,220 | $173,304 |
| 2022 | 165 | $4.3M | $62,958 | $153,630 |
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 |
|---|---|---|---|---|
| CAMPBELL, RAPPOLD & YURASITS LLP | Auditor | — | — | $0 |
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 | $1,968 | — | — | — | — |
| 2023 | $911 | — | — | — | — |
| 2022 | $979 | — | — | — | — |