Plan Snapshot
- Plan Sponsor: Skilled Care Pharmacy, INC.
- Sponsor EIN: 311013325
- Sponsor Address: 6175 HI TEK CT., MASON, OH, 45040
- Plan Type: 401(k)
- Total Participants: 76
- Total Assets: $12.3M
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 | 76 | $12.3M | $0 | $407,949 |
| 2023 | 68 | $11.3M | $0 | $406,243 |
| 2022 | 64 | $10.7M | $55,129 | $691,568 |
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 |
|---|---|---|---|---|
| DEAN DORTON ALLEN FORD PLLC | Auditor | $13,650 | — | $13,650 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,650
- Estimated Expense Ratio: 0.111% 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 | $58,198 | $28,663 | — | $13,650 | — |
| 2023 | $53,364 | $25,940 | — | $16,251 | — |
| 2022 | $65,938 | $4,951 | — | — | — |