Plan Snapshot
- Plan Sponsor: Neighborhood Health
- Sponsor EIN: 541849891
- Sponsor Address: 6677 RICHMOND HIGHWAY, ALEXANDRIA, VA, 22306
- Plan Type: 401(k)
- Total Participants: 309
- Total Assets: $14.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 309 | $14.3M | $680,988 | $1.6M |
| 2023 | 294 | $11.3M | $736,334 | $1.4M |
| 2022 | 292 | $8.3M | $513,215 | $1.2M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $51,730 | — | $51,730 |
| CONTRARY INVESTMENT ADVISORS, LLC | INVESTMENT/FINANCIAL ADVI | $14,472 | — | $14,472 |
| MATTHEWS CARTER & BOYCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,202
- Estimated Expense Ratio: 0.462% 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 | $66,203 | $14,472 | — | — | — |
| 2023 | $64,782 | $13,348 | — | — | — |
| 2022 | $58,673 | — | — | — | — |