Plan Snapshot
- Plan Sponsor: Oaks Senior Living, LLC
- Sponsor EIN: 260589951
- Sponsor Address: 1111 ALDERMAN DR., ALPHARETTA, GA, 30005
- Plan Type: 401(k)
- Total Participants: 1,427
- Total Assets: $4.9M
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 | 1,427 | $4.9M | $580,934 | $779,569 |
| 2023 | 1,075 | $3.9M | $617,147 | $820,252 |
| 2022 | 1,133 | $2.8M | $510,513 | $699,535 |
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 |
|---|---|---|---|---|
| HLB GROSS COLLINS PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HLB GROSS COLLINS PC — 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 | $50,450 | $11,340 | — | — | — |
| 2023 | $39,179 | $8,338 | — | — | — |
| 2022 | $24,228 | $9 | — | — | — |