Plan Snapshot
- Plan Sponsor: Ashtabula County Medical Center
- Sponsor EIN: 340726081
- Sponsor Address: 2420 LAKE AVENUE, ASHTABULA, OH, 44004
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 1,488
- Total Assets: $106.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,488 | $106.3M | $2.6M | $4.9M |
| 2023 | 1,293 | $94.4M | $2.3M | $4.5M |
| 2022 | 1,244 | $79.4M | $2.2M | $4.3M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $16,620 | — | $16,620 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $11,861 | — | $11,861 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,481
- Estimated Expense Ratio: 0.027% 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 | $28,480 | $31,473 | — | — | — |
| 2023 | $17,823 | $30,805 | — | — | — |
| 2022 | $31,186 | $8,657 | — | — | — |