Plan Snapshot
- Plan Sponsor: Cedar Haven Acquisition, LLC D/B/A Cedar Haven Healthcare Center
- Sponsor EIN: 471518400
- Sponsor Address: 590 SOUTH 5TH AVE, LEBANON, PA, 17042
- Plan Type: 401(k)
- Total Participants: 343
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 343 | $2.6M | $30,388 | $231,548 |
| 2023 | 359 | $2.6M | $29,335 | $222,497 |
| 2022 | 228 | $2.2M | $27,790 | $205,388 |
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 |
|---|---|---|---|---|
| BERRY DUNN MCNEIL AND PARKER | Auditor | $24,000 | — | $24,000 |
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | Other Service Provider | $13,072 | — | $13,072 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,072
- Estimated Expense Ratio: 1.439% 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 | $38,229 | — | $38,229 | — | — |
| 2023 | $12,210 | — | $12,210 | — | — |
| 2022 | $6,951 | — | $6,951 | — | — |