Plan Snapshot
- Plan Sponsor: Lexington Health INC.
- Sponsor EIN: 852276567
- Sponsor Address: 2720 SUNSET BOULEVARD, WEST COLUMBIA, SC, 29169
- Plan Type: 403(b)
- Total Participants: 4,840
- Total Assets: $92.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 4,840 | $92.7M | $13.6M | $17.1M |
| 2023 | 4,065 | $56.9M | $10.5M | $13.2M |
| 2022 | 3,282 | $28.0M | $7.2M | $8.6M |
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 |
|---|---|---|---|---|
| BAUKNIGHT PIETRAS & STORMER, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAUKNIGHT PIETRAS & STORMER, P.A. — 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 | $352,812 | — | — | — | — |
| 2023 | $285,784 | — | — | — | — |
| 2022 | $201,998 | — | — | — | — |