# Carmel Valley Manor 403(b) Plan
Source: https://planprovider.pro/companies/carmel-valley-manor-plan-001

> Carmel Valley Manor's 403(b) plan: 140 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carmel Valley Manor

- **Sponsor EIN:** 946050476

- **Sponsor Address:** 8545 CARMEL VALLEY ROAD, CARMEL, CA, 93923

- **Plan Type:** 403(b)

- **Total Participants:** 140

- **Total Assets:** $8.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|140|$8.4M|$160,172|$721,428|

| 2023|145|$7.5M|$161,696|$655,239|

| 2022|158|$6.2M|$144,028|$642,741|

## 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|

| SOUTHEASTERN EMPLOYEE BENEFITS SVCS|TPA|—|$18,576|$18,576|

| ADVANCED RETIREMENT SOLUTIONS|SERVICE PROVIDER|—|$12,052|$12,052|

| WIPFLI, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WIPFLI, LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,628

- **Estimated Expense Ratio:** 0.363% 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|$19,453|$2,504|$16,274|—|—|

| 2023|$11,210|—|—|—|—|

| 2022|$10,855|$10,854|—|—|—|

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