Plan Snapshot
- Plan Sponsor: Wickshire Senior Living, LLC
- Sponsor EIN: 842737255
- Sponsor Address: 7171 NOLENSVILLE ROAD,, NOLENSVILLE, TN, 37135
- Plan Type: 401(k)
- Total Participants: 283
- Total Assets: $767,243
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 | 283 | $767,243 | $0 | $86,404 |
| 2023 | 405 | $684,940 | $0 | $152,450 |
| 2022 | 808 | $572,346 | $0 | $270,032 |
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 |
|---|---|---|---|---|
| FRAZIER & DEETER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRAZIER & DEETER, LLC — Auditor
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 | $7,068 | — | $7,068 | — | — |
| 2023 | $8,387 | — | $8,387 | — | — |
| 2022 | $2,282 | — | $2,282 | — | — |