Plan Snapshot
- Plan Sponsor: Washington Health System Greene
- Sponsor EIN: 473884840
- Sponsor Address: 155 WILSON AVENUE, WASHINGTON, PA, 15301
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 124
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 124 | $3.2M | $159,084 | $196,815 |
| 2023 | 170 | $4.0M | $154,556 | $369,952 |
| 2022 | 142 | $3.3M | $165,084 | $363,965 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $9,063 | — | $9,063 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,063
- Estimated Expense Ratio: 0.281% 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 | $11,715 | — | — | — | — |
| 2023 | $9,219 | — | — | — | — |
| 2022 | $6,259 | — | — | — | — |