# Oak Crest Village, INC. 401(k) Plan
Source: https://planprovider.pro/companies/oak-crest-village-inc-401k-plan

> Oak Crest Village, INC.'s 401(k) plan: 12,374 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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