Plan Snapshot
- Plan Sponsor: Diversified Health Care
- Sponsor EIN: 522144985
- Sponsor Address: 8000 CENTERVIEW PARKWAY SUITE 103, CORDOVA, TN, 38018
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 124
- Total Assets: $3.3M
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. |
|---|---|---|---|---|
| 2025 | 124 | $3.3M | $0 | $0 |
| 2024 | 23 | $7.4M | $69,007 | $102,228 |
| 2023 | 53 | $7.1M | $122,248 | $165,022 |
| 2022 | 160 | $6.8M | $176,637 | $278,919 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | Recordkeeper | $22,880 | — | $22,880 |
| RAYMOND JAMES & ASSOCIATES | Other Service Provider | $10,625 | — | $10,625 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,505
- Estimated Expense Ratio: 1.029% 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 |
|---|---|---|---|---|---|
| 2025 | $4,816,601 | $10,624 | $1,525 | — | — |
| 2024 | $50,776 | $18,115 | $1,150 | — | — |
| 2023 | $49,795 | $17,213 | $1,775 | — | — |
| 2022 | $56,036 | $19,042 | $36,994 | — | — |