Plan Snapshot
- Plan Sponsor: United Methodist Manor Of The Pee Dee
- Sponsor EIN: 570762944
- Sponsor Address: 2100 TWIN CHURCH ROAD, FLORENCE, SC, 29501
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 204
- Total Assets: $1.8M
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 | 204 | $1.8M | $44,245 | $213,256 |
| 2023 | 180 | $1.6M | $41,196 | $214,938 |
| 2022 | 144 | $1.1M | $48,296 | $193,291 |
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 |
|---|---|---|---|---|
| THE HOBBS GROUP, P.A. | 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 | $22,001 | — | $22,001 | — | — |
| 2023 | $26,710 | — | $26,710 | — | — |
| 2022 | $22,626 | — | $22,626 | — | — |