Plan Snapshot
- Plan Sponsor: The Pines At Davidson, INC.
- Sponsor EIN: 581598135
- Sponsor Address: 400 AVINGER LN, DAVIDSON, NC, 28036
- Plan Type: 403(b)
- Total Participants: 368
- Total Assets: $9.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 368 | $9.2M | $244,388 | $525,975 |
| 2023 | 314 | $9.1M | $217,049 | $586,272 |
| 2022 | 318 | $7.8M | $175,636 | $498,171 |
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 |
|---|---|---|---|---|
| LONG CPA PLLC | Auditor | — | — | $0 |
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 | $9,576 | — | $188 | — | — |
| 2023 | $6,442 | — | $5,418 | — | — |
| 2022 | $11,814 | $5,695 | $6,119 | — | — |