# Autumn Lake Healthcare LLC 401(k) Plan
Source: https://planprovider.pro/companies/autumn-lake-healthcare-llc-401k-plan

> Autumn Lake Healthcare LLC's 401(k) plan: 8,601 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Autumn Lake Healthcare LLC

- **Sponsor EIN:** 472007153

- **Sponsor Address:** 4481 US 9, HOWELL, NJ, 07731

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

- **Total Participants:** 8,601

- **Total Assets:** $21.4M

## 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|8,601|$21.4M|$0|$3.8M|

| 2023|6,470|$16.9M|$0|$3.2M|

| 2022|5,155|$9.6M|$7,103|$2.2M|

## 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|

| CAMBRIDGE INVESTMENT RESEARCH|ADVISOR|—|$43,951|$43,951|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$43,824|—|$43,824|

| ALAN GOODMAN CPA PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ALAN GOODMAN CPA PC](https://planprovider.pro/provider/alan-goodman-cpa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $87,775

- **Estimated Expense Ratio:** 0.409% 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|$43,824|—|—|—|—|

| 2023|$33,526|—|—|—|—|

| 2022|$38,868|—|—|—|—|

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