Plan Snapshot
- Plan Sponsor: Baker County Medical Services INC.
- Sponsor EIN: 593202547
- Sponsor Address: 159 N. 3RD STREET, MACCLENNY, FL, 32063
- Plan Type: 403(b)
- Total Participants: 400
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 400 | $9.4M | $503,956 | $773,255 |
| 2023 | 398 | $8.6M | $417,874 | $662,322 |
| 2022 | 326 | $8.5M | $473,070 | $614,481 |
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 |
|---|---|---|---|---|
| DRAFFIN & TUCKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DRAFFIN & TUCKER 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 | $5,470 | $602 | $4,868 | — | — |
| 2023 | $14,219 | — | $14,219 | — | — |
| 2022 | $10,561 | — | $10,561 | — | — |