Plan Snapshot
- Plan Sponsor: Adena Health System
- Sponsor EIN: 314379443
- Sponsor Address: 272 HOSPITAL ROAD, CHILLICOTHE, OH, 45601
- Plan Type: 403(b)
- Total Participants: 4,838
- Total Assets: $240.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 4,838 | $240.5M | $9.2M | $16.8M |
| 2023 | 5,518 | $211.1M | $11.3M | $16.4M |
| 2022 | 5,394 | $173.2M | $11.1M | $15.4M |
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 | $326,139 | — | $326,139 | — | — |
| 2023 | $285,537 | — | $285,537 | — | — |
| 2022 | $256,774 | — | $256,774 | — | — |