Plan Snapshot
- Plan Sponsor: Christ Community Health Services
- Sponsor EIN: 621583270
- Sponsor Address: 2670 UNION AVENUE, MEMPHIS, TN, 38112
- Plan Type: 401(k)
- Total Participants: 434
- Total Assets: $8.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 434 | $8.4M | $486,917 | $935,665 |
| 2023 | 461 | $7.0M | $517,277 | $975,263 |
| 2022 | 397 | $5.6M | $468,746 | $843,820 |
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 |
|---|---|---|---|---|
| BURLEIGH CONSULTING GROUP | Recordkeeper | $23,492 | $4,599 | $28,091 |
| VOYA RETIREMENT INS AND ANN CO | Recordkeeper | $14,350 | — | $14,350 |
| DUNCAN WILLIAMS ASSET MGMT | Other Service Provider | — | $13,829 | $13,829 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,270
- Estimated Expense Ratio: 0.669% of plan assets
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 | $37,842 | — | $14,350 | — | — |
| 2023 | $34,907 | $1,867 | $16,076 | — | — |
| 2022 | $49,000 | $15,057 | $18,293 | — | $15,650 |