# Cumberland Heights Foundation, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cumberland-heights-foundation-inc-401k-plan

> Cumberland Heights Foundation, INC.'s 401(k) plan: 364 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cumberland Heights Foundation, INC.

- **Sponsor EIN:** 626050684

- **Sponsor Address:** 8283 RIVER ROAD PIKE, NASHVILLE, TN, 37209

- **Plan Type:** 401(k)

- **Total Participants:** 364

- **Total Assets:** $14.8M

## 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|364|$14.8M|$586,101|$927,289|

| 2023|343|$12.3M|$494,114|$822,394|

| 2022|315|$10.8M|$477,044|$783,506|

## 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|

| LBMC, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [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:** $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|$4,181|—|—|—|—|

| 2023|$4,113|—|—|—|—|

| 2022|$4,438|—|$4,438|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cumberland-heights-foundation-inc-401k-plan)

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