# Aldersgate Retirement, INC. Dba Epworth Village Retirement C 401(k) Plan
Source: https://planprovider.pro/companies/aldersgate-retirement-inc-dba-epworth-village-retirement-c-401k-plan

> Aldersgate Retirement, INC. Dba Epworth Village Retirement C's 401(k) plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2022.

## Plan Snapshot

- **Plan Sponsor:** Aldersgate Retirement, INC. Dba Epworth Village Retirement C

- **Sponsor EIN:** 161676095

- **Sponsor Address:** 5300 WEST 16TH AVE., HIALEAH, FL, 33012

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|0|$0|$74,004|$49,286|

| 2022|241|$3.1M|$181,167|$280,954|

## 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|

| MSL.P.A|Auditor|—|—|$0|

## 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|

| 2023|$23,005|—|—|—|—|

| 2022|$16,862|—|$16,862|—|—|

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