Plan Snapshot
- Plan Sponsor: Calcutta Health Care Center
- Sponsor EIN: 341790552
- Sponsor Address: 48444 BELL SCHOOL ROAD, CALCUTTA, OH, 43920
- Plan Type: 401(k)
- Total Participants: 371
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 371 | $7.1M | $274,792 | $601,875 |
| 2023 | 352 | $5.6M | $261,380 | $556,933 |
| 2022 | 295 | $4.6M | $237,811 | $484,303 |
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 |
|---|---|---|---|---|
| PACKER THOMAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PACKER THOMAS — 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 | $17,417 | — | $17,417 | — | — |
| 2023 | $12,077 | — | $12,077 | — | — |
| 2022 | $5,994 | — | — | — | — |