Plan Snapshot
- Plan Sponsor: Coffee Regional Medical Center
- Sponsor EIN: 650543088
- Sponsor Address: 1101 OCILLA ROAD, DOUGLAS, GA, 31533
- Plan Type: 401(k)
- Total Participants: 1,171
- Total Assets: $57.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 1,171 | $57.1M | $0 | $3.7M |
| 2023 | 974 | $51.4M | $0 | $3.3M |
| 2022 | 938 | $46.5M | $629,633 | $3.3M |
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 |
|---|---|---|---|---|
| CLEMENTS PURVIS AND STEWART, P.C. | 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 | $103,570 | $2,804 | — | — | — |
| 2023 | $94,406 | — | $93,957 | — | — |
| 2022 | $93,328 | — | $92,878 | — | — |