Plan Snapshot
- Plan Sponsor: Erigo, INC. / Northkey Community Care
- Sponsor EIN: 452569924
- Sponsor Address: 211 GRANDVIEW DRIVE, FT. MITCHELL, KY, 41017
- Plan Type: 401(k)
- Total Participants: 474
- Total Assets: $14.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 474 | $14.7M | $796,981 | $1.4M |
| 2023 | 422 | $12.1M | $592,985 | $1.1M |
| 2022 | 360 | $7.4M | $470,084 | $963,007 |
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 |
|---|---|---|---|---|
| DEAN DORTON ALLEN FORD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD PLLC — 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 | $93,317 | $10,874 | $82,443 | — | — |
| 2023 | $61,623 | $5,102 | $56,521 | — | — |
| 2022 | $51,584 | $2,111 | $49,473 | — | — |