# Centerstone Of America, INC. 403(b) Plan
Source: https://planprovider.pro/companies/centerstone-of-america-inc-403b-plan

> Centerstone Of America, INC.'s 403(b) plan: 4,133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Centerstone Of America, INC.

- **Sponsor EIN:** 200072992

- **Sponsor Address:** 44 VANTAGE WAY, SUITE 400, NASHVILLE, TN, 372281551

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

- **Total Participants:** 4,133

- **Total Assets:** $120.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|4,133|$120.6M|$3.2M|$8.0M|

| 2023|3,852|$108.7M|$2.8M|$7.0M|

| 2022|3,526|$92.8M|$2.6M|$6.6M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$342,302|—|$342,302|

| SHEPHERD FINANCIAL INVESTMENT ADVIS|INVESTMENT ADVISORY|—|$65,572|$65,572|

| NATIONAL BENEFIT SERVICES, LLC|OTHER SERVICES|—|$10,796|$10,796|

| LBMC, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SHEPHERD FINANCIAL INVESTMENT ADVIS](https://planprovider.pro/provider/shepherd-financial-investment-advisory-llc) — INVESTMENT ADVISORY

- [LBMC, PC](https://planprovider.pro/provider/lbmc-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $418,670

- **Estimated Expense Ratio:** 0.347% 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|$381,467|—|$381,467|—|—|

| 2023|$307,517|—|$307,517|—|—|

| 2022|$349,593|—|$349,593|—|—|

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