Plan Snapshot
- Plan Sponsor: Bw Nhhc Holdco INC., Dba Elara Caring
- Sponsor EIN: 475221330
- Sponsor Address: 3010 LBJ FWY SUITE 110, DALLAS, TX, 75234
- Plan Type: 401(k)
- Total Participants: 31,092
- Total Assets: $186.1M
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 | 31,092 | $186.1M | $6.2M | $16.6M |
| 2023 | 10,228 | $158.9M | $2.9M | $6.5M |
| 2022 | 9,900 | $76.9M | $3.1M | $6.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $463,518 | — | $463,518 |
| GRP HUB RETIREMENT WEALTH MGMT | Investment Advisor | $37,083 | — | $37,083 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $24,828 | — | $24,828 |
| CREATIVE PLANNING LLC | Investment Advisor | $23,333 | — | $23,333 |
| CREATIVE PLANNING RETIREMENT | Investment Advisor | $11,667 | — | $11,667 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- GRP HUB RETIREMENT WEALTH MGMT — Investment Advisor
- STRATEGIC ADVISORS, INC. — Investment Advisor
- CREATIVE PLANNING LLC — Investment Advisor
- CREATIVE PLANNING RETIREMENT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $560,429
- Estimated Expense Ratio: 0.301% 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 | $560,430 | $75,870 | — | — | — |
| 2023 | $438,958 | $46,806 | — | — | — |
| 2022 | $532,518 | $3,285 | — | — | — |