Plan Snapshot
- Plan Sponsor: Tel Hai Retirement Community
- Sponsor EIN: 232039189
- Sponsor Address: P O BOX 190, HONEY BROOK, PA, 19344
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 300
- Total Assets: $15.4M
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 | 300 | $15.4M | $364,702 | $723,688 |
| 2023 | 281 | $14.2M | $335,448 | $675,431 |
| 2022 | 274 | $12.3M | $343,473 | $619,322 |
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 |
|---|---|---|---|---|
| COMPREHENSIVE FINANCIAL PLANNING, I | Investment Advisor | $57,236 | — | $57,236 |
| SENTINEL BENEFITS GROUP, LLC | Recordkeeper | $19,490 | — | $19,490 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL BENEFITS GROUP, LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,726
- Estimated Expense Ratio: 0.497% 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 | $80,423 | $57,236 | — | — | — |
| 2023 | $70,403 | $49,621 | — | — | — |
| 2022 | $58,876 | $45,451 | — | — | $13,425 |