# Nazareth Home, INC. 401(k) Plan
Source: https://planprovider.pro/companies/nazareth-home-inc-401k-plan

> Nazareth Home, INC.'s 401(k) plan: 371 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [JONES NALE AND MATTINGLY](https://planprovider.pro/provider/jones-nale-and-mattingly-plc) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/nazareth-home-inc-401k-plan)

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