Plan Snapshot
- Plan Sponsor: Nazareth Living Center
- Sponsor EIN: 431450394
- Sponsor Address: 2 NAZARETH LANE, ST. LOUIS, MO, 63129
- Plan Type: 403(b)
- Total Participants: 266
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 266 | $1.9M | $0 | $244,721 |
| 2023 | 241 | $1.8M | $0 | $234,418 |
| 2022 | 250 | $1.7M | $0 | $253,523 |
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 | $12,764 | $1,667 | $14,431 |
| CLIFTONLARSONALLEN LLP | Auditor | $1,667 | — | $1,667 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,098
- Estimated Expense Ratio: 0.835% 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 | $16,931 | $2,500 | $12,764 | $1,667 | — |
| 2023 | $2,497 | $633 | $1,864 | — | — |
| 2022 | $1,792 | — | $1,792 | — | — |