Plan Snapshot
- Plan Sponsor: Prospect Crozer, LLC
- Sponsor EIN: 611778286
- Sponsor Address: UNIVERSITY TECHNOLOGY PARK II, CHESTER, PA, 19013
- Plan Type: DB
- Total Participants: 1,021
- Total Assets: $147.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 1,021 | $147.9M | $10.8M | $0 |
| 2023 | 1,163 | $173.9M | $9.2M | $0 |
| 2022 | 1,574 | $186.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| 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: $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 | $4,418,039 | — | $807,917 | $54,808 | — |
| 2023 | $4,185,528 | — | $783,624 | — | — |
| 2022 | $3,966,123 | — | $744,667 | — | — |