Plan Snapshot
- Plan Sponsor: Choptank Community Health System, INC.
- Sponsor EIN: 521116591
- Sponsor Address: 301 RANDOLPH STREET, DENTON, MD, 216291243
- Plan Type: 403(b)
- Total Participants: 332
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 332 | $12.3M | $421,570 | $1.1M |
| 2023 | 281 | $10.8M | $368,709 | $971,326 |
| 2022 | 235 | $9.5M | $321,277 | $831,373 |
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 |
|---|---|---|---|---|
| GROSS, MENDELSOHN & ASSOCIATES, P.A | 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 | $33,893 | — | $33,893 | — | — |
| 2023 | $29,381 | — | $29,381 | — | — |
| 2022 | $35,837 | — | $35,837 | — | — |