Plan Snapshot
- Plan Sponsor: The Guthrie Clinic
- Sponsor EIN: 233055017
- Sponsor Address: 1 GUTHRIE SQUARE, SAYRE, PA, 188401625
- Plan Type: DB
- Total Participants: 124
- Total Assets: $99.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 124 | $99.6M | $0 | $0 |
| 2023 | 149 | $104.5M | $0 | $0 |
| 2022 | 176 | $103.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| INSIGHT NORTH AMERICA, LLC | Other Service Provider | $189,535 | — | $189,535 |
| BUCK GLOBAL, LLC | Other Service Provider | $109,799 | — | $109,799 |
| NORTHERN TRUST COMPANY | Other Service Provider | $94,934 | — | $94,934 |
| JP MORGAN INVESTMENT MANAGEMENT INC | Recordkeeper | $33,887 | — | $33,887 |
| BONADIO & CO, LLP | Auditor | $11,400 | — | $11,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN INVESTMENT MANAGEMENT INC — Recordkeeper
- BONADIO & CO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $439,555
- Estimated Expense Ratio: 0.441% 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 |
|---|---|---|---|---|---|
| 2024 | $537,198 | $110,490 | $222,766 | — | — |
| 2023 | $433,279 | $152,347 | $146,715 | $13,900 | — |
| 2022 | $1,279,835 | $81,400 | $249,816 | — | $948,619 |