Plan Snapshot
- Plan Sponsor: Greenville Retirement Community, LLC
- Sponsor EIN: 510267730
- Sponsor Address: 4031 KENNETT PIKE, GREENVILLE, DE, 19807
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 66
- Total Assets: $448,511
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 66 | $448,511 | $0 | $0 |
| 2024 | 69 | $474,916 | $1.0M | $123,879 |
| 2023 | 66 | $519,381 | $688,601 | $284,192 |
| 2022 | 59 | $644,930 | $784,017 | $99,729 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $81,562 | — | $81,562 |
| HIGHMARK OF DELAWARE | Other Service Provider | $39,650 | — | $39,650 |
| WEINER BENEFITS GROUP | Investment Advisor | $23,953 | — | $23,953 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $145,165
- Estimated Expense Ratio: 32.366% 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 | $1,251,247 | — | — | — | — |
| 2024 | $1,217,423 | — | — | — | — |
| 2023 | $1,098,735 | — | — | — | — |
| 2022 | $863,827 | — | — | — | — |