# Penick Village, INC. 403(b) Plan
Source: https://planprovider.pro/companies/penick-village-inc-403b-plan

> Penick Village, INC.'s 403(b) plan: 252 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Penick Village, INC.

- **Sponsor EIN:** 560729010

- **Sponsor Address:** 500 E. RHODE ISLAND AVE., SOUTHERN PINES, NC, 28387

- **Plan Type:** 403(b)

- **Total Participants:** 252

- **Total Assets:** $3.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|252|$3.9M|$0|$0|

| 2023|239|$3.9M|$0|$0|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|$4,617|—|$4,617|—|—|

| 2023|$9,019|—|$9,019|—|—|

## Similar Plans

- [Carol Woods Retirement Center](https://planprovider.pro/companies/carol-woods-retirement-center-plan) — 253 participants

- [Hillcrest Convalescent Center, INC.](https://planprovider.pro/companies/hillcrest-convalescent-center-inc-401k-plan) — 260 participants

- [The Cypress Of Charlotte Club, INC.](https://planprovider.pro/companies/the-cypress-of-charlotte-club-inc-401k-plan) — 239 participants

- [Eliada Homes, INC.](https://planprovider.pro/companies/eliada-homes-inc-403b-plan) — 216 participants

- [Ridge Care](https://planprovider.pro/companies/ridge-care-401k-plan) — 209 participants

- [The Cypress Of Raleigh Club INC.](https://planprovider.pro/companies/the-cypress-of-raleigh-club-inc-401k-plan) — 298 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/penick-village-inc-403b-plan)

© 2026 PlanProvider.Pro