Plan Snapshot
- Plan Sponsor: Cleveland Area Hospital Holdings, INC.
- Sponsor EIN: 263778478
- Sponsor Address: 1401 W PAWNEE STREET, CLEVELAND, OK, 74020
- Plan Type: 401(k)
- Total Participants: 210
- Total Assets: $5.1M
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 | 210 | $5.1M | $232,291 | $451,473 |
| 2023 | 205 | $4.0M | $247,862 | $478,572 |
| 2022 | 183 | $2.8M | $226,292 | $446,350 |
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 |
|---|---|---|---|---|
| EDWARD JONES | Investment Advisor | $20,408 | — | $20,408 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,408
- Estimated Expense Ratio: 0.397% 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 | $25,894 | $25,894 | — | — | — |
| 2023 | $17,262 | $14,881 | — | — | — |
| 2022 | $11,727 | — | — | — | — |