Plan Snapshot
- Plan Sponsor: Susquehanna Valley Women'S Health Care
- Sponsor EIN: 231729982
- Sponsor Address: MEDICAL OFFICE BUILDING, SUITE 112, LANCASTER, PA, 17601
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $17.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 77 | $17.5M | $179,891 | $580,943 |
| 2023 | 85 | $26.0M | $185,404 | $579,469 |
| 2022 | 97 | $25.1M | $207,292 | $586,329 |
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 |
|---|---|---|---|---|
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL LLP — 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 | $66,327 | $43,343 | — | — | — |
| 2023 | $77,357 | $51,350 | — | — | — |
| 2022 | $90,558 | $59,983 | — | — | $30,575 |