Plan Snapshot
- Plan Sponsor: Hillandale Gettysburg, LP
- Sponsor EIN: 232975280
- Sponsor Address: 3910 OXFORD ROAD, GETTYSBURG, PA, 17325
- Plan Type: 401(k)
- Total Participants: 892
- Total Assets: $34.6M
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 | 892 | $34.6M | $1.1M | $2.2M |
| 2023 | 868 | $31.0M | $1.1M | $2.1M |
| 2022 | 1,027 | $29.2M | $815,355 | $1.6M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $214,944 | — | $214,944 |
| OSAIC WEALTH INC | BROKER | — | $167,159 | $167,159 |
| MESIROW FINANCIAL, INC. | INVESTMENT ADVISORY-PLAN | $6,524 | — | $6,524 |
| LOUIS PLUNG & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- OSAIC WEALTH INC — BROKER
- MESIROW FINANCIAL, INC. — INVESTMENT ADVISORY-PLAN
- LOUIS PLUNG & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $388,627
- Estimated Expense Ratio: 1.124% 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 | $221,468 | $6,524 | — | — | — |
| 2023 | $106,079 | $3,389 | — | — | — |
| 2022 | — | — | — | — | — |