Plan Snapshot
- Plan Sponsor: Wellspan Health
- Sponsor EIN: 222517863
- Sponsor Address: 3350 WHITEFORD ROAD, YORK, PA, 17402
- Plan Type: 403(b)
- Total Participants: 1,502
- Total Assets: $83.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 1,502 | $83.3M | $0 | $5.4M |
| 2023 | 1,444 | $71.1M | $0 | $4.9M |
| 2022 | 1,287 | $58.9M | $0 | $4.7M |
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 |
|---|---|---|---|---|
| STAMBAUGH NESS, INC. | Auditor | $12,288 | — | $12,288 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STAMBAUGH NESS, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,288
- Estimated Expense Ratio: 0.015% 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 | $444,988 | $230,441 | — | $12,288 | — |
| 2023 | $188,035 | $12,899 | — | $12,288 | — |
| 2022 | $138,005 | $6,761 | $118,956 | — | $12,288 |