# Hillandale Gettysburg, LP 401(k) Plan
Source: https://planprovider.pro/companies/hillandale-gettysburg-lp-401k-plan

> Hillandale Gettysburg, LP's 401(k) plan: 892 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [OSAIC WEALTH INC](https://planprovider.pro/provider/royal-alliance-associates-inc) — BROKER

- [MESIROW FINANCIAL, INC.](https://planprovider.pro/provider/mesirow-financial-investment-management-inc) — INVESTMENT ADVISORY-PLAN

- [LOUIS PLUNG & COMPANY](https://planprovider.pro/provider/louis-plung-and-company-llp) — 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|—|—|—|—|—|

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