Plan Snapshot
- Plan Sponsor: Hawthorn Senior Living, LLC
- Sponsor EIN: 371860512
- Sponsor Address: 9310 NE VANCOUVER MALL DR., VANCOUVER, WA, 98662
- Plan Type: 401(k)
- Total Participants: 1,462
- Total Assets: $14.5M
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 | 1,462 | $14.5M | $734,454 | $1.6M |
| 2023 | 1,405 | $12.7M | $678,686 | $1.4M |
| 2022 | 1,354 | $10.7M | $604,640 | $1.4M |
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 |
|---|---|---|---|---|
| REDW LLC | Auditor | $24,000 | — | $24,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDW LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,000
- Estimated Expense Ratio: 0.166% 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 |
|---|---|---|---|---|---|
| 2024 | $143,868 | $19,122 | $83,120 | $24,000 | — |
| 2023 | $115,097 | $14,263 | $53,478 | $22,100 | — |
| 2022 | $113,914 | $18,398 | $60,778 | — | $34,642 |