Plan Snapshot
- Plan Sponsor: The Eliza Jennings Senior Care Network
- Sponsor EIN: 341560243
- Sponsor Address: 26376 JOHN ROAD, OLMSTED TOWNSHIP, OH, 44138
- Plan Type: 403(b)
- Total Participants: 700
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 700 | $6.1M | $60,608 | $525,050 |
| 2023 | 569 | $5.1M | $47,603 | $438,873 |
| 2022 | 498 | $5.1M | $57,685 | $444,609 |
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 |
|---|---|---|---|---|
| MALONEY + NOVOTNY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MALONEY + NOVOTNY, LLC — 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 | $83,795 | — | — | — | — |
| 2023 | $63,606 | — | — | — | — |
| 2022 | $82,302 | — | — | — | — |