Plan Snapshot
- Plan Sponsor: Milestone Retirement Communities
- Sponsor EIN: 814756997
- Sponsor Address: 201 NE PARK PLAZA DR, STE 105, VANCOUVER, WA, 98684
- Plan Type: 401(k)
- Total Participants: 524
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 524 | $5.2M | $106,120 | $676,245 |
| 2023 | 727 | $5.0M | $20,004 | $823,292 |
| 2022 | 920 | $4.9M | $36 | $1.0M |
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 |
|---|---|---|---|---|
| HANSEN HUNTER AND CO. P.C | 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 | $154,575 | $26,612 | — | — | — |
| 2023 | $171,158 | $34,517 | $136,641 | — | — |
| 2022 | $188,846 | $26,141 | $162,705 | — | — |