Plan Snapshot
- Plan Sponsor: Big Sandy Health Care, INC
- Sponsor EIN: 610849776
- Sponsor Address: 1709 KY ROUTE 321, PRESTONSBURG, KY, 416539101
- Plan Type: 403(b)
- Total Participants: 352
- Total Assets: $17.5M
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 | 352 | $17.5M | $454,288 | $843,445 |
| 2023 | 349 | $15.3M | $427,933 | $786,300 |
| 2022 | 333 | $13.0M | $432,539 | $833,249 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $16,712 | — | $16,712 |
| KELLEY GALLOWAY SMITH GOOLSBY, PSC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- KELLEY GALLOWAY SMITH GOOLSBY, PSC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,712
- Estimated Expense Ratio: 0.095% 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 | $16,712 | — | $16,712 | — | — |
| 2023 | $9,214 | — | $9,214 | — | — |
| 2022 | $11,899 | — | $11,899 | — | — |