Plan Snapshot
- Plan Sponsor: Life Generations Healthcare, LLC
- Sponsor EIN: 330838455
- Sponsor Address: 6 HUTTON CENTRE DRIVE, SANTA ANA, CA, 92707
- Plan Type: 401(k)
- Total Participants: 4,034
- Total Assets: $64.9M
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 | 4,034 | $64.9M | $250,000 | $5.4M |
| 2023 | 3,782 | $56.9M | $0 | $5.0M |
| 2022 | 3,090 | $48.5M | $0 | $4.6M |
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 |
|---|---|---|---|---|
| WRIGHT FORD YOUNG & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WRIGHT FORD YOUNG & CO. — 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 | $348,732 | — | — | — | — |
| 2023 | $348,564 | — | $348,564 | — | — |
| 2022 | $360,777 | — | — | — | $360,777 |