# Brethren Hillcrest Homes 403(b) Plan
Source: https://planprovider.pro/companies/brethren-hillcrest-homes-403b-plan

> Brethren Hillcrest Homes's 403(b) plan: 271 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| WORLD INVESTMENT ADVISORS, LLC|NONE|$39,264|—|$39,264|

| NATIONWIDE|TRUST CUSTODIAN|$32,395|—|$32,395|

| PEERY & ASSOCIATES, INC.|NONE|$8,400|—|$8,400|

| IRON-CO FINANCIAL|NONE|$5,260|—|$5,260|

| HANSEN, HUNTER & CO., P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — TRUST CUSTODIAN

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $85,319

- **Estimated Expense Ratio:** 0.752% 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|$57,623|$57,373|—|—|—|

| 2023|$70,864|—|—|—|—|

| 2022|$83,861|—|—|—|$83,861|

| 2020|$48,931|—|—|—|—|

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