Plan Snapshot
- Plan Sponsor: Belington Community Medical Services Association INC
- Sponsor EIN: 237310126
- Sponsor Address: 70 N STURMER ST, BELINGTON, WV, 26250
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 107 | $5.3M | $254,249 | $419,966 |
| 2023 | 118 | $4.6M | $312,890 | $369,069 |
| 2022 | 136 | $3.9M | $279,928 | $313,749 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $21,176 | — | $21,176 |
| EDWARD D JONES & CO LP | INVESTMENT ADVISOR | $19,592 | — | $19,592 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,768
- Estimated Expense Ratio: 0.767% 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 | $22,375 | — | — | — | — |
| 2023 | $16,395 | — | — | — | — |
| 2022 | — | — | — | — | — |