Plan Snapshot
- Plan Sponsor: The Guthrie Clinic
- Sponsor EIN: 233055017
- Sponsor Address: 1 GUTHRIE SQUARE, SAYRE, PA, 18840
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $222.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 117 | $222.9M | $80,336 | $147,366 |
| 2023 | 56 | $221.6M | $80,373 | $66,476 |
| 2022 | 51 | $205.4M | $106,638 | $119,419 |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., 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 | $53,637 | — | $4,775 | — | — |
| 2023 | $103,354 | — | — | — | — |
| 2022 | $210,343 | — | — | — | — |