Plan Snapshot
- Plan Sponsor: Wexford Health Sources, INC.
- Sponsor EIN: 592363973
- Sponsor Address: 501 HOLIDAY DRIVE, PITTSBURGH, PA, 15220
- Plan Type: 401(k)
- Total Participants: 879
- Total Assets: $34.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 879 | $34.8M | $969,860 | $2.5M |
| 2023 | 856 | $31.3M | $1.0M | $2.4M |
| 2022 | 845 | $27.3M | $914,964 | $2.4M |
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 |
|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY INSURANCE | RECORDKEEPER | $135,990 | — | $135,990 |
| GLOBAL RETIREMENT PARTNERS | INVESTMENT ADVISOR | $70,125 | — | $70,125 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — INVESTMENT ADVISOR
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $206,115
- Estimated Expense Ratio: 0.592% 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 | $206,115 | $70,125 | $135,990 | — | — |
| 2023 | $188,790 | $68,328 | $117,452 | — | — |
| 2022 | $231,058 | $93,575 | $34,937 | — | $102,546 |