# Arbor Acres United Methodist 403(b) Plan
Source: https://planprovider.pro/companies/arbor-acres-united-methodist-retirement-community-inc-403b-plan

> Arbor Acres United Methodist's 403(b) plan: 195 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Arbor Acres United Methodist

- **Sponsor EIN:** 561152263

- **Sponsor Address:** 1240 ARBOR ROAD, WINSTON SALEM, NC, 27104

- **Plan Type:** 403(b)

- **Total Participants:** 195

- **Total Assets:** $13.5M

## 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|195|$13.5M|$631,767|$657,604|

| 2023|186|$15.2M|$542,996|$556,058|

## 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|

| BERNARD ROBINSON & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BERNARD ROBINSON & COMPANY](https://planprovider.pro/provider/bernard-robinson-and-company) — 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|$52,396|—|—|—|—|

| 2023|$51,915|$14,349|$35,491|—|—|

## Similar Plans

- [Clapps Convalescent Nursing Hom](https://planprovider.pro/companies/clapps-convalescent-nursing-hom-401k-plan) — 189 participants

- [Glenflora](https://planprovider.pro/companies/glenflora-plan-002) — 202 participants

- [Cornelia Nixon Davis, INC.](https://planprovider.pro/companies/cornelia-nixon-davis-inc-plan-001) — 186 participants

- [Ridge Care](https://planprovider.pro/companies/ridge-care-401k-plan) — 209 participants

- [Mountain Vista Health Park](https://planprovider.pro/companies/mountain-vista-health-park-403b-plan) — 178 participants

- [Eliada Homes, INC.](https://planprovider.pro/companies/eliada-homes-inc-403b-plan) — 216 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/arbor-acres-united-methodist-retirement-community-inc-403b-plan)

© 2026 PlanProvider.Pro