Plan Snapshot
- Plan Sponsor: Stoddard Baptist Nursing Home
- Sponsor EIN: 621182648
- Sponsor Address: 1818 NEWTON ST NW, WASHINGTON, DC, 20010
- Plan Type: 401(k)
- Total Participants: 478
- Total Assets: $4.9M
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 | 478 | $4.9M | $81,931 | $492,778 |
| 2023 | 457 | $4.6M | $87,700 | $517,660 |
| 2022 | 475 | $4.0M | $83,461 | $485,995 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $22,661 | — | $22,661 |
| KESTRA INVESTMENT SERVICES LLC | Investment Advisor | $9,170 | $5 | $9,175 |
| ORENDA RETIREMENT LLC | Recordkeeper | $3,985 | $3,827 | $7,812 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA INVESTMENT SERVICES LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,648
- Estimated Expense Ratio: 0.804% 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 | $35,814 | $9,172 | $26,642 | — | — |
| 2023 | $27,313 | — | $27,313 | — | — |
| 2022 | $21,249 | — | $21,249 | — | — |