Plan Snapshot
- Plan Sponsor: Higher Horizons Day Care, INC.
- Sponsor EIN: 540736355
- Sponsor Address: 5920B SUMMERS LN, BAILEYS CROSSROADS, VA, 220411634
- Plan Type: 403(b)
- Total Participants: 56
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 56 | $2.4M | $61,234 | $54,631 |
| 2023 | 60 | $2.1M | $59,380 | $40,425 |
| 2022 | 77 | $1.9M | $56,016 | $27,612 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
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 | $10,555 | — | $10,555 | — | — |
| 2023 | $9,439 | — | $9,439 | — | — |
| 2022 | $10,505 | $7,308 | $3,197 | — | — |