# Ltc Holdings, INC. Retirement Unlimited, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/ltc-holdings-inc-retirement-unlimited-inc-541278483-501

> Ltc Holdings, INC. Retirement Unlimited, INC.'s Health & Welfare plan: 331 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ltc Holdings, INC. Retirement Unlimited, INC.

- **Sponsor EIN:** 541278483

- **Sponsor Address:** 2917 PENN FOREST BLVD., SUITE 300, ROANOKE, VA, 24018

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 331

- **Total Assets:** $215,508

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|331|$215,508|$5.3M|$999,671|

| 2023|331|$483,031|$4.2M|$890,696|

| 2022|331|$884,456|$3.6M|$783,702|

## 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|

| BROWN, EDWARDS & COMPANY, L.L.P.|Auditor|—|—|$0|

## 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|$56,108|—|$2,793|—|—|

| 2023|$66,704|—|$9,572|—|—|

| 2022|$429,058|—|$326,653|—|—|

## Similar Plans

- [Sunrise Senior Living, LLC](https://planprovider.pro/companies/sunrise-senior-living-401k-plan) — 18,934 participants

- [Commonwealth Senior Living, LLC](https://planprovider.pro/companies/commonwealth-senior-living-llc-401k-plan) — 2,355 participants

- [American Healthcare, LLC](https://planprovider.pro/companies/american-healthcare-llc-401k-plan) — 1,715 participants

- [Commonwealth Care Of Roanoke, INC.](https://planprovider.pro/companies/commonwealth-care-of-roanoke-inc-401k-plan) — 1,399 participants

- [Coordinated Services Management, INC.](https://planprovider.pro/companies/coordinated-services-management-inc-plan-001) — 1,299 participants

- [Retirement Unlimited, INC.](https://planprovider.pro/companies/retirement-unlimited-inc-401k-plan) — 1,190 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ltc-holdings-inc-retirement-unlimited-inc-541278483-501)

© 2026 PlanProvider.Pro