Plan Snapshot
- Plan Sponsor: F.G. Healthcare Properties, LLC
- Sponsor EIN: 621775277
- Sponsor Address: 315 STEWART STREET, FRANKLIN, TN, 370648646
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $4.4M
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 | 176 | $4.4M | $93,323 | $334,572 |
| 2023 | 185 | $4.1M | $82,404 | $325,870 |
| 2022 | 153 | $3.4M | $46,921 | $251,959 |
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 |
|---|---|---|---|---|
| SOLOMON AND NISLOW, P.A. | 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 | $7,369 | — | $7,369 | — | — |
| 2023 | $7,203 | — | $5,394 | — | — |
| 2022 | $13,999 | — | $13,999 | — | — |