# Primary Health Network 403(b) Plan
Source: https://planprovider.pro/companies/primary-health-network-403b-plan

> Primary Health Network's 403(b) plan: 668 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$123,875|—|$123,875|

| PNC BANK|INVESTMENT ADVISORY|—|$25,084|$25,084|

| MAHER DUESSEL|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MAHER DUESSEL](https://planprovider.pro/provider/maher-duessel) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $148,959

- **Estimated Expense Ratio:** 0.409% 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|$123,876|—|$123,876|—|—|

| 2023|$113,229|$7,341|$105,888|—|—|

| 2022|$136,912|—|$136,912|—|—|

## Similar Plans

- [Select Medical Corporation](https://planprovider.pro/companies/select-medical-corporation-401k-plan) — 41,698 participants

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