Plan Snapshot
- Plan Sponsor: Breckinridge Health, INC.
- Sponsor EIN: 610525158
- Sponsor Address: 1011 OLD HWY 60, HARDINSBURG, KY, 40143
- Plan Type: 403(b)
- Total Participants: 292
- Total Assets: $4.7M
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 | 292 | $4.7M | $97,674 | $318,192 |
| 2023 | 313 | $4.0M | $91,644 | $283,278 |
| 2022 | 290 | $4.1M | $93,815 | $281,027 |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS | Auditor | — | — | $0 |
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 | $43,300 | $19,340 | $10,395 | — | — |
| 2023 | $41,663 | $28,165 | — | — | — |
| 2022 | $39,461 | $16,775 | $22,686 | — | — |