Plan Snapshot
- Plan Sponsor: Episcopal Retirement Homes, INC.
- Sponsor EIN: 310554071
- Sponsor Address: 3870 VIRGINIA AVE, CINCINNATI, OH, 45227
- Plan Type: 403(b)
- Total Participants: 621
- Total Assets: $20.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 621 | $20.3M | $361,021 | $1.4M |
| 2023 | 611 | $17.6M | $331,041 | $1.4M |
| 2022 | 538 | $15.8M | $302,763 | $1.3M |
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 |
|---|---|---|---|---|
| PW PARTNERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PW PARTNERS — 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 | $127,864 | $59,084 | — | — | — |
| 2023 | $101,993 | $51,676 | — | — | — |
| 2022 | $105,251 | — | $105,251 | — | — |