# Greenville Retirement Community, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/greenville-retirement-community-llc-510267730-502

> Greenville Retirement Community, LLC's Health & Welfare plan: 66 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Greenville Retirement Community, LLC

- **Sponsor EIN:** 510267730

- **Sponsor Address:** 4031 KENNETT PIKE, GREENVILLE, DE, 19807

- **Plan Type:** Health & Welfare

- **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|—|—|—|—|

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