# Longwood At Oakmont, INC. DC Plan
Source: https://planprovider.pro/companies/longwood-at-oakmont-inc-plan

> Longwood At Oakmont, INC.'s DC plan: 629 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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