# Ashtabula County Medical Center 403(b) Plan
Source: https://planprovider.pro/companies/ashtabula-county-medical-center-340726081-002

> Ashtabula County Medical Center's 403(b) plan: 1,488 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — Investment Advisor

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ashtabula-county-medical-center-340726081-002)

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