Plan Snapshot
- Plan Sponsor: South Cove Manor Nursing And Rehabilitation Center, INC.
- Sponsor EIN: 800687948
- Sponsor Address: 288 WASHINGTON ST., QUINCY, MA, 02169
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $11.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 168 | $11.3M | $192,097 | $734,214 |
| 2023 | 169 | $11.0M | $159,953 | $570,499 |
| 2022 | 170 | $8.9M | $139,460 | $513,052 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $2,575 | — | $2,575 | — | — |
| 2023 | $1,178 | — | $1,178 | — | — |
| 2022 | $348 | — | — | — | $348 |