Plan Snapshot
- Plan Sponsor: Carroll County Memorial Hospital
- Sponsor EIN: 440629397
- Sponsor Address: 1502 N JEFFERSON ST, CARROLLTON, MO, 64633
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $19.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 238 | $19.1M | $1.0M | $1.0M |
| 2023 | 233 | $15.8M | $871,952 | $927,084 |
| 2022 | 235 | $12.5M | $809,869 | $845,977 |
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 |
|---|---|---|---|---|
| PICKETT CHANEY AND MCMULLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PICKETT CHANEY AND MCMULLEN 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 | $89,747 | $65,552 | $24,195 | — | — |
| 2023 | $74,568 | $53,543 | $21,025 | — | — |
| 2022 | $72,298 | $52,609 | $19,689 | — | — |