Plan Snapshot
- Plan Sponsor: Kingston Healthcare Company, LLC
- Sponsor EIN: 203781424
- Sponsor Address: ONE SEAGATE, STE. 1960, TOLEDO, OH, 43604
- Plan Type: 401(k)
- Total Participants: 1,484
- Total Assets: $29.5M
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 | 1,484 | $29.5M | $380,757 | $1.7M |
| 2023 | 1,578 | $27.2M | $380,815 | $1.7M |
| 2022 | 1,567 | $23.4M | $425,072 | $1.7M |
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 |
|---|---|---|---|---|
| PENSION INNOVATIONS & CONSULTING | Recordkeeper | $5,757 | $13,890 | $19,647 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,647
- Estimated Expense Ratio: 0.067% 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 | $12,157 | — | $12,157 | — | — |
| 2023 | $10,876 | — | $10,876 | — | — |
| 2022 | $9,156 | — | $9,156 | — | — |