Plan Snapshot
- Plan Sponsor: Brethren Hillcrest Homes
- Sponsor EIN: 951809564
- Sponsor Address: 2705 MOUNTAIN VIEW DRIVE, LAVERNE, CA, 91750
- Plan Type: 403(b)
- Total Participants: 271
- Total Assets: $11.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 271 | $11.3M | $448,820 | $466,999 |
| 2023 | 197 | $9.7M | $316,393 | $400,453 |
| 2022 | 241 | $8.6M | $288,329 | $389,387 |
| 2020 | 241 | $9.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| HANSEN, HUNTER & CO., P.C. | 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 |
|---|---|---|---|---|---|
| 2024 | $57,623 | $57,373 | — | — | — |
| 2023 | $70,864 | — | — | — | — |
| 2022 | $83,861 | — | — | — | $83,861 |
| 2020 | $48,931 | — | — | — | — |