Plan Snapshot
- Plan Sponsor: Appalachian Regional Healthcare INC
- Sponsor EIN: 520795508
- Sponsor Address: 100 AIRPORT GARDENS ROAD, HAZARD, KY, 41701
- Plan Type: 403(b)
- Total Participants: 555
- Total Assets: $29.2M
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. |
|---|---|---|---|---|
| 2024 | 555 | $29.2M | $0 | $153,720 |
| 2023 | 436 | $28.9M | $0 | $73,515 |
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 | $12,865 | — | $12,865 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,865
- Estimated Expense Ratio: 0.044% 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 |
|---|---|---|---|---|---|
| 2024 | $19,039 | $4,186 | — | — | — |
| 2023 | $8,446 | $1,921 | — | — | — |