Plan Snapshot
- Plan Sponsor: Supportive Living Services, INC.
- Sponsor EIN: 251439680
- Sponsor Address: 3901 PACIFIC AVENUE, ERIE, PA, 16506
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $3.1M
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 | 109 | $3.1M | $153,219 | $177,561 |
| 2023 | 117 | $2.9M | $138,964 | $165,228 |
| 2022 | 113 | $3.2M | $152,942 | $187,809 |
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 |
|---|---|---|---|---|
| HEBERLEIN & FALK, PC | Auditor | — | — | $0 |
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 | $32,864 | — | $32,864 | — | — |
| 2023 | $23,091 | — | $23,091 | — | — |
| 2022 | $26,393 | — | $26,393 | — | — |