Plan Snapshot
- Plan Sponsor: St. Joseph Care Center
- Sponsor EIN: 340714512
- Sponsor Address: 2308 RENO DR., NE, LOUISVILLE, OH, 44641
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 125 | $2.3M | $172,213 | $189,059 |
| 2023 | 124 | $2.2M | $164,369 | $172,602 |
| 2022 | 103 | $1.8M | $130,306 | $216,993 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | Investment Advisor | $17,575 | — | $17,575 |
| DEFINITI LLC | Recordkeeper | $15,846 | $1,106 | $16,952 |
| STANCORP FINANCIAL GROUP | Recordkeeper | $11,288 | $379 | $11,667 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,194
- Estimated Expense Ratio: 2.018% 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 | $42,624 | $15,890 | $14,446 | — | — |
| 2023 | $45,343 | $18,759 | $21,521 | — | — |
| 2022 | $46,431 | $46,431 | — | — | — |