Plan Snapshot
- Plan Sponsor: Primary Health Network
- Sponsor EIN: 251381800
- Sponsor Address: 63 PITT STREET, SHARON, PA, 161460716
- Plan Type: 403(b)
- Total Participants: 668
- Total Assets: $36.4M
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 | 668 | $36.4M | $1.5M | $2.6M |
| 2023 | 639 | $32.2M | $1.1M | $2.3M |
| 2022 | 614 | $26.3M | $1.1M | $2.1M |
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 |
|---|---|---|---|---|
| MAHER DUESSEL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAHER DUESSEL — 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 | $123,876 | — | $123,876 | — | — |
| 2023 | $113,229 | $7,341 | $105,888 | — | — |
| 2022 | $136,912 | — | $136,912 | — | — |