Plan Snapshot
- Plan Sponsor: Adena Health System
- Sponsor EIN: 314379443
- Sponsor Address: 272 HOSPITAL ROAD, CHILLICOTHE, OH, 45601
- Plan Type: 401(k)
- Total Participants: 2,414
- Total Assets: $106.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,414 | $106.8M | $0 | $0 |
| 2023 | 2,973 | $104.8M | $0 | $0 |
| 2022 | 3,166 | $100.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| PLANTE MORAN, 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 | $132,893 | — | $132,893 | — | — |
| 2023 | $131,226 | — | $131,226 | — | — |
| 2022 | $148,324 | — | $148,324 | — | — |