# Touchstone Communities 401k Plan 401(k) Plan
Source: https://planprovider.pro/companies/touchstone-communities-401k-plan-401k-plan

> Touchstone Communities 401k Plan's 401(k) plan: 3,944 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Touchstone Communities 401k Plan

- **Sponsor EIN:** 900282359

- **Sponsor Address:** 250 W. NOTTINGHAM SUITE 200, SAN ANTONIO, TX, 78209

- **Plan Type:** 401(k)

- **Total Participants:** 3,944

- **Total Assets:** $32.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|3,944|$32.5M|$861,245|$4.8M|

| 2023|2,445|$30.1M|$693,762|$4.2M|

| 2022|2,266|$26.7M|$749,618|$4.1M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$267,896|—|$267,896|

| WORLD INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$72,878|—|$72,878|

| PENSIONMARK FINANCIAL GROUP LLC|NONE|$18,808|—|$18,808|

| PLANTE MORAN|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PLANTE MORAN](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $359,582

- **Estimated Expense Ratio:** 1.108% 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|$383,946|$91,686|$53,785|—|—|

| 2023|$326,504|$69,484|$240,520|$15,500|—|

| 2022|$309,439|$68,805|$239,834|—|—|

## Similar Plans

- [Cantex Continuing Care Network, LLC](https://planprovider.pro/companies/cantex-continuing-care-network-llc-401k-plan) — 3,883 participants

- [Sonida Senior Living, INC.](https://planprovider.pro/companies/sonida-senior-living-inc-401k-plan) — 4,224 participants

- [Lifespace Communities, INC.](https://planprovider.pro/companies/lifespace-communities-403b-plan) — 4,340 participants

- [Frontier Management, LLC](https://planprovider.pro/companies/frontier-management-llc-401k-plan) — 3,155 participants

- [Covenant Group Holdings, LP](https://planprovider.pro/companies/covenant-group-holdings-lp-401k-plan) — 5,059 participants

- [Hmg Healthcare LLC](https://planprovider.pro/companies/hmg-healthcare-llc-401k-plan) — 2,793 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/touchstone-communities-401k-plan-401k-plan)

© 2026 PlanProvider.Pro