# Neighborhood Health Care, INC. 403(b) Plan
Source: https://planprovider.pro/companies/neighborhood-health-care-inc-341300581-001

> Neighborhood Health Care, INC.'s 403(b) plan: 230 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — 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|—|—|

## Similar Plans

- [Uhhs](https://planprovider.pro/companies/uhhs-plan) — 8,319 participants

- [Orthoalliance Mso, LLC](https://planprovider.pro/companies/orthoalliance-mso-llc-401k-plan) — 2,327 participants

- [Central Ohio Primary Care Physicians, INC.](https://planprovider.pro/companies/central-ohio-primary-care-physicians-inc-401k-plan) — 2,031 participants

- [Toledo Clinic, INC.](https://planprovider.pro/companies/toledo-clinic-inc-plan-002) — 1,520 participants

- [Dermatologists Of Southwest Ohio, LLC](https://planprovider.pro/companies/dermatologists-of-southwest-ohio-llc-plan) — 1,486 participants

- [Northern Ohio Medical Specialists, LLC](https://planprovider.pro/companies/northern-ohio-medical-specialists-llc-plan-001) — 1,257 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/neighborhood-health-care-inc-341300581-001)

© 2026 PlanProvider.Pro