Plan Snapshot
- Plan Sponsor: Wesleyan Senior Living
- Sponsor EIN: 340714611
- Sponsor Address: 807 WEST AVENUE, ELYRIA, OH, 44035
- Plan Type: DC
- Total Participants: 328
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 328 | $2.4M | $0 | $39,499 |
| 2023 | 331 | $2.7M | $0 | $71,990 |
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 |
|---|---|---|---|---|
| TRAILBREAKER ACCOUNTING 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 | $23,020 | — | $23,020 | — | — |
| 2023 | $2,592 | — | $2,592 | — | — |