Plan Snapshot
- Plan Sponsor: Alleghany County Memorial Hospital, INC
- Sponsor EIN: 560525657
- Sponsor Address: PO BOX 9, SPARTA, NC, 286750009
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 129 | $3.4M | $74,653 | $417,567 |
| 2023 | 119 | $2.9M | $82,948 | $345,094 |
| 2022 | 114 | $2.7M | $61,332 | $311,576 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $33,984 | — | $33,984 | — | — |
| 2023 | $29,957 | — | $29,957 | — | — |
| 2022 | $30,443 | — | $30,443 | — | — |