Plan Snapshot
- Plan Sponsor: White Horse Village INC.
- Sponsor EIN: 232499121
- Sponsor Address: 535 GRADYVILLE ROAD, NEWTOWN SQUARE, PA, 190732815
- Plan Type: 403(b)
- Total Participants: 374
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 374 | $9.2M | $225,349 | $700,827 |
| 2023 | 374 | $8.5M | $276,119 | $603,633 |
| 2022 | 354 | $7.3M | $300,655 | $633,306 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $49,508 | $10,819 | $38,689 | — | — |
| 2023 | $33,719 | — | $33,719 | — | — |
| 2022 | $36,348 | — | $36,348 | — | — |