Plan Snapshot
- Plan Sponsor: Wexford Health Sources, INC.
- Sponsor EIN: 592363973
- Sponsor Address: 501 HOLIDAY DRIVE, PITTSBURGH, PA, 15220
- Plan Type: DC
- Total Participants: 1,327
- Total Assets: $48.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,327 | $48.2M | $99 | $4.6M |
| 2023 | 1,065 | $45.4M | $58 | $4.8M |
| 2022 | 1,938 | $40.5M | $76 | $5.5M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $330,331 | $102,056 | — | — | — |
| 2023 | $343,188 | $103,273 | $239,915 | — | — |
| 2022 | $338,351 | $112,903 | $90,765 | — | $134,683 |