Plan Snapshot
- Plan Sponsor: Northpoint Senior Services, LLC
- Sponsor EIN: 223858078
- Sponsor Address: 7400 NEW LAGRANGE ROAD, LOUISVILLE, KY, 40222
- Plan Type: 401(k)
- Total Participants: 4,468
- Total Assets: $43.8M
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 | 4,468 | $43.8M | $214,325 | $3.8M |
| 2023 | 4,407 | $40.0M | $185,407 | $3.4M |
| 2022 | 4,217 | $35.2M | $172,260 | $3.3M |
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 |
|---|---|---|---|---|
| PEASE BELL CPAS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PEASE BELL CPAS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $209,316 | $27,037 | $182,279 | — | — |
| 2023 | $242,797 | $36,193 | $206,604 | — | — |
| 2022 | $250,998 | $37,144 | $213,854 | — | — |