# Clayton Health Systems, INC. Dba Union County General Hospital 401(k) Plan
Source: https://planprovider.pro/companies/clayton-health-systems-inc-dba-union-county-general-hospital-401k-plan

> Clayton Health Systems, INC. Dba Union County General Hospital's 401(k) plan: 86 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Clayton Health Systems, INC. Dba Union County General Hospital

- **Sponsor EIN:** 850442957

- **Sponsor Address:** 300 WILSON STREET, CLAYTON, NM, 88415

- **Plan Type:** 401(k)

- **Total Participants:** 86

- **Total Assets:** $3.8M

## 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|86|$3.8M|$125,319|$273,235|

| 2023|78|$3.3M|$124,642|$260,245|

| 2022|81|$2.8M|$121,865|$221,930|

## 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|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-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|$45,793|—|$24,071|—|—|

| 2023|$20,996|—|$20,996|—|—|

| 2022|$28,040|—|$28,040|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/clayton-health-systems-inc-dba-union-county-general-hospital-401k-plan)

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