# The Pines At Davidson, INC. 403(b) Plan
Source: https://planprovider.pro/companies/the-pines-at-davidson-inc-403b-plan

> The Pines At Davidson, INC.'s 403(b) plan: 368 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MVP PLAN ADMINISTRATORS, INC.|RECORDKEEPER|$6,853|—|$6,853|

| 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:** $6,853

- **Estimated Expense Ratio:** 0.074% 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|$9,576|—|$188|—|—|

| 2023|$6,442|—|$5,418|—|—|

| 2022|$11,814|$5,695|$6,119|—|—|

## Similar Plans

- [Holy Angels, INC.](https://planprovider.pro/companies/holy-angels-inc-plan-001) — 369 participants

- [Methodist Home For Children](https://planprovider.pro/companies/methodist-home-for-children-403b-plan-002) — 365 participants

- [Carolina Village, INC.](https://planprovider.pro/companies/carolina-village-inc-403b-plan) — 374 participants

- [The Chapel Hill Residential Center, INC.](https://planprovider.pro/companies/the-chapel-hill-residential-retirement-center-inc-plan) — 384 participants

- [Friends Homes, INC.](https://planprovider.pro/companies/friends-homes-inc-plan-002) — 330 participants

- [Southminster, INC.](https://planprovider.pro/companies/southminster-inc-401k-plan) — 431 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-pines-at-davidson-inc-403b-plan)

© 2026 PlanProvider.Pro