Plan Snapshot
- Plan Sponsor: Chancellor Health Partners, LLC
- Sponsor EIN: 830704849
- Sponsor Address: 4100 REGENT STREET, COLUMBUS, OH, 43219
- Plan Type: 401(k)
- Total Participants: 292
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 292 | $7.5M | $357,961 | $559,436 |
| 2023 | 301 | $6.1M | $328,735 | $492,278 |
| 2022 | 253 | $4.8M | $274,437 | $425,654 |
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 |
|---|---|---|---|---|
| CARR, RIGGS AND INGRAM, LLC | 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 | $38,584 | — | $36,234 | — | — |
| 2023 | $31,595 | — | — | — | — |
| 2022 | $39,114 | — | — | — | $39,114 |