Plan Snapshot
- Plan Sponsor: Whitemarsh Continuing Care Community
- Sponsor EIN: 830344521
- Sponsor Address: 4000 FOX HOUND DRIVE, LAFAYETTE HILL, PA, 19444
- Plan Type: 403(b)
- Total Participants: 341
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 341 | $11.8M | $360,617 | $986,423 |
| 2023 | 331 | $9.7M | $274,786 | $894,522 |
| 2022 | 315 | $7.9M | $244,889 | $796,226 |
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 | $96,108 | $43,593 | — | — | — |
| 2023 | $78,845 | $35,045 | — | — | — |
| 2022 | $70,075 | $31,157 | $38,918 | — | — |