Plan Snapshot
- Plan Sponsor: Supportive Behavioral Resource
- Sponsor EIN: 232786009
- Sponsor Address: 1915 WELSH RD, PHILADELPHIA, PA, 191154659
- Plan Type: 401(k)
- Total Participants: 298
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 298 | $5.8M | $203,922 | $322,586 |
| 2023 | 257 | $5.0M | $189,280 | $278,998 |
| 2022 | 169 | $4.0M | $156,230 | $236,289 |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — 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 | $1,695 | — | — | — | — |
| 2023 | $851 | — | — | — | — |
| 2022 | $868 | — | — | — | — |