Plan Snapshot
- Plan Sponsor: Neighborhood Health Care, INC.
- Sponsor EIN: 341300581
- Sponsor Address: 4115 BRIDGE AVE, SUITE 300, CLEVELAND, OH, 44113
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 230
- Total Assets: $10.7M
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 | 230 | $10.7M | $170,979 | $1.1M |
| 2023 | 223 | $9.5M | $163,123 | $1.0M |
| 2022 | 216 | $8.0M | $151,324 | $988,980 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | Recordkeeper | $71,354 | — | $71,354 |
| MORGAN STANLEY | Investment Advisor | $29,586 | — | $29,586 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — Recordkeeper
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,940
- Estimated Expense Ratio: 0.939% 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 | $100,940 | $29,586 | $71,354 | — | — |
| 2023 | $92,072 | $24,896 | $67,176 | — | — |
| 2022 | $79,442 | $21,777 | $57,665 | — | — |