# Tel Hai Retirement Community 401(k) Plan
Source: https://planprovider.pro/companies/tel-hai-retirement-community-232039189-002

> Tel Hai Retirement Community's 401(k) plan: 300 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sentinel-group) — 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|

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