Plan Snapshot
- Plan Sponsor: Oak Crest Village, INC.
- Sponsor EIN: 521874053
- Sponsor Address: 813 MAIDEN CHOICE LANE, CANTONSVILLE, MD, 212285968
- Plan Type: 401(k)
- Total Participants: 12,374
- Total Assets: $294.7M
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 | 12,374 | $294.7M | $9.0M | $27.4M |
| 2023 | 11,646 | $259.8M | $8.6M | $24.7M |
| 2022 | 11,212 | $215.0M | $7.8M | $23.0M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $690,130 | — | $690,130 |
| CAPFINANCIAL PARTNERS, L | INVESTMENT ADVISORY | $66,564 | — | $66,564 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $756,694
- Estimated Expense Ratio: 0.257% 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 | $707,910 | $67,730 | $640,180 | — | — |
| 2023 | $631,873 | $57,385 | $574,488 | — | — |
| 2022 | $593,414 | $64,034 | $529,380 | — | — |