Plan Snapshot
- Plan Sponsor: Pleasant View Retirement Community
- Sponsor EIN: 231869182
- Sponsor Address: 544 N PENRYN RD, MANHEIM, PA, 17545
- Plan Type: 403(b)
- Total Participants: 254
- Total Assets: $9.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 254 | $9.6M | $232,314 | $473,825 |
| 2023 | 232 | $9.2M | $222,175 | $426,091 |
| 2022 | 224 | $7.6M | $218,331 | $391,413 |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US 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 | $12,559 | $460 | $10,725 | — | — |
| 2023 | $2,200 | — | $2,200 | — | — |
| 2022 | $2,800 | — | $2,800 | — | — |