Plan Snapshot
- Plan Sponsor: Nazareth Home, INC.
- Sponsor EIN: 452966131
- Sponsor Address: 2000 NEWBURG ROAD, LOUSIVILLE, KY, 40205
- Plan Type: 401(k)
- Total Participants: 371
- Total Assets: $9.0M
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 | 371 | $9.0M | $235,092 | $610,349 |
| 2023 | 352 | $7.7M | $243,619 | $609,596 |
| 2022 | 293 | $6.8M | $211,945 | $525,422 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $73,060 | — | $73,060 |
| JONES NALE AND MATTINGLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- JONES NALE AND MATTINGLY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,060
- Estimated Expense Ratio: 0.812% of plan assets
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 | $25,341 | — | $25,341 | — | — |
| 2023 | $22,731 | — | $22,731 | — | — |
| 2022 | $19,317 | — | $19,317 | — | — |