Plan Snapshot
- Plan Sponsor: Portage Path Behavioral Health
- Sponsor EIN: 341096055
- Sponsor Address: 340 SOUTH BROADWAY STREET, AKRON, OH, 44308
- Plan Type: 403(b)
- Total Participants: 129
- Total Assets: $12.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 129 | $12.4M | $310,195 | $376,716 |
| 2023 | 173 | $12.3M | $283,233 | $293,472 |
| 2022 | 165 | $11.2M | $326,255 | $329,244 |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — 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 | $74,870 | $47,445 | — | — | — |
| 2023 | $72,767 | $45,284 | — | — | — |
| 2022 | $73,377 | $45,987 | — | — | $27,390 |