# Whitemarsh Continuing Care Community DC Plan
Source: https://planprovider.pro/companies/whitemarsh-continuing-care-community-plan

> Whitemarsh Continuing Care Community's DC plan: 341 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Whitemarsh Continuing Care Community

- **Sponsor EIN:** 830344521

- **Sponsor Address:** 4000 FOX HOUND DRIVE, LAFAYETTE HILL, PA, 19444

- **Plan Type:** DC

- **Total Participants:** 341

- **Total Assets:** $11.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|341|$11.8M|$360,617|$986,423|

| 2023|331|$9.7M|$274,786|$894,522|

| 2022|315|$7.9M|$244,889|$796,226|

## 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|

| BENEFIT PLANS ADMINISTRATIVE SERVIC|NONE|$52,515|—|$52,515|

| THE HAVERFORD TRUST COMPANY|NONE|$43,593|—|$43,593|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BENEFIT PLANS ADMINISTRATIVE SERVIC](https://planprovider.pro/provider/bpas) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $96,108

- **Estimated Expense Ratio:** 0.813% 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|$96,108|$43,593|—|—|—|

| 2023|$78,845|$35,045|—|—|—|

| 2022|$70,075|$31,157|$38,918|—|—|

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