Plan Snapshot
- Plan Sponsor: Progenyhealth, LLC
- Sponsor EIN: 134281270
- Sponsor Address: 450 PLYMOUTH ROAD, PLYMOUTH MEETING, PA, 19462
- Plan Type: 401(k)
- Total Participants: 270
- Total Assets: $14.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 270 | $14.9M | $662,967 | $1.5M |
| 2023 | 225 | $11.3M | $547,441 | $1.1M |
| 2022 | 128 | $8.4M | $517,105 | $1.0M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $34,960 | $30,000 | $4,960 | — | — |
| 2023 | $33,799 | $30,000 | $3,799 | — | — |
| 2022 | $34,368 | $30,000 | $4,368 | — | — |