# Elderly Housing Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/elderly-housing-management-inc-plan

> Elderly Housing Management, INC.'s 401(k) plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Elderly Housing Management, INC.

- **Sponsor EIN:** 066049011

- **Sponsor Address:** 127 WASHINGTON AVE, 5TH FLOOR EAST, NORTH HAVEN, CT, 06473

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

- **Total Participants:** 171

- **Total Assets:** $18.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|171|$18.6M|$441,923|$480,195|

| 2023|346|$19.2M|$644,945|$617,795|

| 2022|348|$17.3M|$668,577|$637,989|

## 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|

| COHNREZNICK LLP|Auditor|—|—|$0|

## 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|$58,770|$16,215|—|—|—|

| 2023|$47,246|$447|—|—|—|

| 2022|$52,131|$37,274|$14,857|—|—|

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