Plan Snapshot
- Plan Sponsor: Appalachian Regional Healthcare, INC.
- Sponsor EIN: 520795508
- Sponsor Address: 100 AIRPORT GARDENS ROAD, HAZARD, KY, 41701
- Plan Type: 403(b)
- Plan Number: 004
- Total Participants: 7,523
- Total Assets: $231.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 7,523 | $231.8M | $0 | $0 |
| 2024 | 6,098 | $190.7M | $9.7M | $11.8M |
| 2023 | 5,919 | $159.6M | $3.7M | $5.1M |
| 2022 | 5,921 | $148.4M | $8.7M | $10.0M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $740,263 | — | $740,263 |
| MERIDIAN WEALTH MANAGEMENT LLC | Investment Advisor | $240,113 | — | $240,113 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $980,376
- Estimated Expense Ratio: 0.423% 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 |
|---|---|---|---|---|---|
| 2025 | $20,177,266 | $240,113 | — | — | — |
| 2024 | $826,338 | $202,907 | — | — | — |
| 2023 | $351,149 | $84,345 | — | — | — |
| 2022 | $603,726 | $148,500 | — | — | — |