Plan Snapshot
- Plan Sponsor: Sadler Health Center Corporation
- Sponsor EIN: 542082673
- Sponsor Address: 100 N HANOVER ST, CARLISLE, PA, 170132421
- Plan Type: 403(b)
- Total Participants: 125
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 125 | $3.6M | $136,259 | $435,266 |
| 2023 | 145 | $2.8M | $120,749 | $297,631 |
| 2022 | 99 | $2.4M | $87,132 | $233,266 |
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 |
|---|---|---|---|---|
| SMITH ELLIOTT KEARNS & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH ELLIOTT KEARNS & COMPANY — 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 | $2,205 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |