Plan Snapshot
- Plan Sponsor: Caldwell Medical Center
- Sponsor EIN: 610432526
- Sponsor Address: P.O. BOX 410, PRINCETON, KY, 42445
- Plan Type: 401(k)
- Total Participants: 245
- Total Assets: $5.0M
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 | 245 | $5.0M | $146,190 | $258,298 |
| 2023 | 231 | $4.2M | $127,683 | $243,394 |
| 2022 | 234 | $3.6M | $118,315 | $248,042 |
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 |
|---|---|---|---|---|
| JOHNSON, HICKEY, & MURCHISON, PC | 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 | — | — | — | — | — |
| 2023 | $33,427 | $18,436 | — | — | — |
| 2022 | — | — | — | — | — |