Plan Snapshot
- Plan Sponsor: Nursecore Management Services, LLC
- Sponsor EIN: 752649689
- Sponsor Address: 2201 BROOKHOLLOW PLAZA DRIVE, ARLINGTON, TX, 76006
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $2.2M
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 | 138 | $2.2M | $8,210 | $278,381 |
| 2023 | 132 | $2.1M | $11,412 | $253,165 |
| 2022 | 337 | $1.7M | $29,297 | $275,401 |
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 |
|---|---|---|---|---|
| J. BARRY KEVIL, CPA | Auditor | — | — | $0 |
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 | $25,295 | — | $25,295 | — | — |
| 2023 | $21,372 | — | $21,372 | — | — |
| 2022 | $20,414 | $20,414 | — | — | — |