Plan Snapshot
- Plan Sponsor: Hillcrest Healthcare Communities, INC.
- Sponsor EIN: 620641093
- Sponsor Address: 5325 BEVERLY PARK CIRCLE, KNOXVILLE, TN, 37918
- Plan Type: 401(k)
- Total Participants: 400
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 400 | $3.7M | $181,348 | $262,406 |
| 2023 | 306 | $3.0M | $142,813 | $212,038 |
| 2022 | 348 | $2.3M | $125,847 | $179,726 |
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 |
|---|---|---|---|---|
| LMBC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LMBC, PC — 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 | $18,214 | $1,726 | $16,288 | — | — |
| 2023 | $15,649 | $4,909 | $150 | — | — |
| 2022 | $21,636 | $6,881 | $14,755 | — | — |