Plan Snapshot
- Plan Sponsor: South Carolina Episcopal Home At Still Hopes
- Sponsor EIN: 570175068
- Sponsor Address: ONE STILL HOPES DRIVE, WEST COLUMBIA, SC, 29169
- Plan Type: 401(k)
- Total Participants: 655
- Total Assets: $8.6M
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 | 655 | $8.6M | $510,543 | $989,644 |
| 2023 | 672 | $7.7M | $466,731 | $879,168 |
| 2022 | 625 | $6.7M | $444,754 | $852,414 |
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 |
|---|---|---|---|---|
| ANCHOR INVESTMENT MANAGEMENT | Investment Advisor | $35,119 | — | $35,119 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANCHOR INVESTMENT MANAGEMENT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,119
- Estimated Expense Ratio: 0.407% 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 | $81,782 | — | $40,039 | — | — |
| 2023 | $70,936 | $30,413 | $40,523 | — | — |
| 2022 | $69,198 | $29,906 | — | — | $1,125 |