Plan Snapshot
- Plan Sponsor: Pmhcc, INC.
- Sponsor EIN: 222851379
- Sponsor Address: 1601 MARKET STREET 6TH FLOOR, PHILADELPHIA, PA, 191032312
- Plan Type: 403(b)
- Total Participants: 604
- Total Assets: $47.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 604 | $47.6M | $2.1M | $2.2M |
| 2023 | 673 | $43.0M | $2.1M | $1.7M |
| 2022 | 654 | $37.0M | $2.1M | $1.6M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $141,417 | — | $141,417 |
| CBIZ INVESTMENT ADVISORY SERVICES, | INVESTMENT ADVISORY | — | $43,441 | $43,441 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $184,858
- Estimated Expense Ratio: 0.389% 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 | $141,418 | — | $141,418 | — | — |
| 2023 | $119,815 | — | $119,815 | — | — |
| 2022 | $120,190 | — | $120,190 | — | — |