Plan Snapshot
- Plan Sponsor: Anthem Memory Care, LLC
- Sponsor EIN: 800344051
- Sponsor Address: 1750 BLANKENSHIP ROAD, SUITE 130, WEST LINN, OR, 97068
- Plan Type: 401(k)
- Total Participants: 834
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 834 | $2.6M | $3,134 | $477,644 |
| 2023 | 699 | $2.5M | $0 | $375,724 |
| 2022 | 845 | $2.2M | $0 | $385,741 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | Recordkeeper | $14,305 | — | $14,305 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,305
- Estimated Expense Ratio: 0.554% of plan assets
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 | $49,380 | — | $24,399 | — | — |
| 2023 | $12,886 | — | $10,386 | — | — |
| 2022 | $9,816 | — | $9,816 | — | — |