Plan Snapshot
- Plan Sponsor: Shenango Presbyterian Seniorcare
- Sponsor EIN: 251189696
- Sponsor Address: 238 S MARKET ST, NEW WILMINGTON, PA, 16142
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 148
- Total Assets: $2.1M
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. |
|---|---|---|---|---|
| 2023 | 148 | $2.1M | $48,066 | $115,185 |
| 2022 | 148 | $2.0M | $42,918 | $92,347 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Other Service Provider | $12,185 | — | $12,185 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,185
- Estimated Expense Ratio: 0.577% 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 |
|---|---|---|---|---|---|
| 2023 | $15,980 | $3,795 | $12,185 | — | — |
| 2022 | $16,207 | $4,145 | $12,062 | — | — |