Plan Snapshot
- Plan Sponsor: Hanceville Nursing & Rehab Center, INC.
- Sponsor EIN: 200414356
- Sponsor Address: 420 MAIN STREET NORTHEAST, HANCEVILLE, AL, 35077
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $64,900 | $81,226 |
| 2023 | 156 | $2.7M | $150,339 | $200,475 |
| 2022 | 144 | $2.2M | $140,604 | $187,341 |
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 |
|---|---|---|---|---|
| NATIONWIDE | Custodian / Trustee | — | $42,698 | $42,698 |
| IRON-CO-FID--COMPREHENSIVE | Investment Advisor | $22,900 | — | $22,900 |
| PRINCIPAL SECURITIES | Investment Advisor | — | $20,060 | $20,060 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,658
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 | $5,564 | — | $5,564 | — | — |
| 2023 | $30,512 | — | $30,512 | — | — |
| 2022 | — | — | — | — | — |