Plan Snapshot
- Plan Sponsor: Longwood At Oakmont, INC.
- Sponsor EIN: 232605414
- Sponsor Address: 500 ROUTE 909, VERONA, PA, 15147
- Plan Type: DC
- Total Participants: 629
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 629 | $5.9M | $105,136 | $367,482 |
| 2023 | 262 | $3.3M | $67,548 | $215,693 |
| 2022 | 270 | $3.3M | $59,737 | $174,486 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $20,980 | $6,754 | $14,226 | — | — |
| 2023 | $19,392 | $5,052 | $14,340 | — | — |
| 2022 | $22,228 | $5,898 | $16,330 | — | — |