Plan Snapshot
- Plan Sponsor: Life Enriching Communities
- Sponsor EIN: 043660613
- Sponsor Address: 6279 TRI-RIDGE BLVD., LOVELAND, OH, 45140
- Plan Type: 403(b)
- Total Participants: 1,914
- Total Assets: $23.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,914 | $23.5M | $521,140 | $1.7M |
| 2023 | 1,783 | $20.1M | $499,848 | $1.6M |
| 2022 | 1,469 | $11.7M | $343,408 | $1.1M |
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 |
|---|---|---|---|---|
| BARNES DENNIG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG — 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 | $6,187 | $470 | $5,717 | — | — |
| 2023 | $5,103 | $1,685 | $3,418 | — | — |
| 2022 | $3,140 | — | $3,140 | — | — |