# Independent Healthcare Properties, LLC 401(k) Plan
Source: https://planprovider.pro/companies/independent-healthcare-properties-llc-401k-plan

> Independent Healthcare Properties, LLC's 401(k) plan: 2,584 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Independent Healthcare Properties, LLC

- **Sponsor EIN:** 621684247

- **Sponsor Address:** PO BOX 813, OOLTEWAH, TN, 37363

- **Plan Type:** 401(k)

- **Total Participants:** 2,584

- **Total Assets:** $11.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,584|$11.9M|$571,087|$1.1M|

| 2023|1,044|$10.0M|$489,550|$906,604|

| 2022|745|$9.4M|$471,495|$760,469|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$48,707|—|$48,707|

| HENDERSON HUTCHERSON & MCCULLOUGH|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $48,707

- **Estimated Expense Ratio:** 0.409% 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|$48,655|$2,320|—|—|—|

| 2023|$49,000|$1,401|—|—|—|

| 2022|$51,493|$591|—|—|—|

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