Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › PA Options for Wellness
PA Options for Wellness 401(k)
- Professional, scientific, and technical services
- Harrisburg, PA
- EIN 47-5026829
- 1 plan with Schedule H financials
- Plan year 2024
- PA Options for Wellness, Inc.
Total assets, end of year · PA Options for Wellness 401(k) Plan · plan year 2024
$1,292,402
330 participants with a balance. This filing reports no recordkeeping fee and no administrative expenses excluding investment management, so there is no headline cost figure.
Source
Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250908161423NAL0019626337001, received 2025-09-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250908161423NAL0019626337001, received 2025-09-08
Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-08.
Cost and contributions
Administrative expenses excluding investment management, per participant
$0.00
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 330
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250908161423NAL0019626337001, received 2025-09-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250908161423NAL0019626337001, received 2025-09-08
Administrative expenses per participant
$30.35
Higher than 15% of the 15,210 plans $1 to 10M that report it.
Source
= $10,017 / 330
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250908161423NAL0019626337001, received 2025-09-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250908161423NAL0019626337001, received 2025-09-08
Administrative expenses as a share of assets
0.775%
Higher than 73% of the 15,243 plans $1 to 10M that report it.
Source
= $10,017 / $1,292,402
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250908161423NAL0019626337001, received 2025-09-08
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250908161423NAL0019626337001, received 2025-09-08
Employer contributions per participant
$0
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 330
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250908161423NAL0019626337001, received 2025-09-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250908161423NAL0019626337001, received 2025-09-08
Employer share of total contributions
0.0%
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / $446,603
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250908161423NAL0019626337001, received 2025-09-08
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250908161423NAL0019626337001, received 2025-09-08
Plan terms, as stated in PA Options for Wellness, Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250908161423NAL0019626337001, received 2025-09-08
Full record, PA Options for Wellness 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | PA OPTIONS FOR WELLNESS | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Plan name | PA OPTIONS FOR WELLNESS 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Sponsor EIN / plan number | 47-5026829 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Sponsor location | HARRISBURG, PA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Industry (business code) | 541600, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Filing received | 2025-09-08 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Participants, beginning of year | 259 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Active participants | 162 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Participants, end of year | 343 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Participants with an account balance | 330 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Total assets, beginning of year | $1,025,075 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Total assets, end of year | $1,292,402 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Net assets, end of year | $1,292,402 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Total income | $573,890 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Net income | $267,327 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Employer contributions | $0 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Participant contributions | $415,537 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Other contributions (incl. rollovers) | $31,066 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Total contributions | $446,603 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Benefit payments | $270,397 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Total expenses (incl. benefit payments) | $306,563 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Total administrative expenses | $10,017 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Investment advisory and management fees | $10,017 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Administrative expenses excluding investment management | $0 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Held in mutual funds | $1,291,476 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250908161423NAL0019626337001, received 2025-09-08 |
| Independent auditor | SMITH ELLIOTT KEARNS & COMPANY LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250908161423NAL0019626337001, received 2025-09-08 |
Position = column in the DOL layout for form year 2024. Filing 20250908161423NAL0019626337001, received 2025-09-08.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STONEBRIDGE FINANCIAL GROUP | ADVISOR | 27 Investment advisory (plan) | $5,574 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250908161423NAL0019626337001, received 2025-09-08.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,025,075 | $1,292,402 | 26.1% |
| Participants with a balance | 249 | 330 | 32.5% |
| Administrative expenses | $6,880 | $10,017 | 45.6% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $0 | $0 |
Prior filing 20241015140428NAL0014792579001, received 2024-10-15; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: PA OPTIONS FOR WELLNESS; SEC registrant: PA Options for Wellness, Inc. (CIK 1756764, matched by EIN).