Plan Snapshot
- Plan Sponsor: Country Home Management, INC.
- Sponsor EIN: 742722221
- Sponsor Address: 124 SCENIC LOOP, BOERNE, TX, 78006
- Plan Type: 401(k)
- Total Participants: 295
- Total Assets: $2.8M
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 | 295 | $2.8M | $21,671 | $210,628 |
| 2023 | 262 | $2.7M | $22,863 | $231,849 |
| 2022 | 255 | $2.3M | $21,216 | $207,727 |
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 |
|---|---|---|---|---|
| ADKF, P.C. | Auditor | $12,500 | — | $12,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,500
- Estimated Expense Ratio: 0.446% 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 | $31,455 | $11,595 | $7,360 | $12,500 | — |
| 2023 | $39,872 | $10,800 | $8,072 | $21,000 | — |
| 2022 | $40,455 | $11,842 | $8,613 | — | $20,000 |