Plan Snapshot
- Plan Sponsor: River Garden Hebrew Home/Wolfson Health & Aging Center
- Sponsor EIN: 590624438
- Sponsor Address: 11401 OLD ST. AUGUSTINE ROAD, JACKSONVILLE, FL, 322581402
- Plan Type: 401(k)
- Total Participants: 336
- Total Assets: $12.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 336 | $12.9M | $359,163 | $647,218 |
| 2023 | 353 | $11.2M | $318,134 | $579,042 |
| 2022 | 333 | $10.1M | $289,257 | $522,425 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $1,561 | — | — | — | — |
| 2023 | $1,988 | — | $1,988 | — | — |
| 2022 | $2,100 | — | — | — | $2,100 |