Plan Snapshot
- Plan Sponsor: Columbus Regional Healthcare System
- Sponsor EIN: 560538020
- Sponsor Address: 500 JEFFERSON STREET, WHITEVILLE, NC, 28472
- Plan Type: 403(b)
- Total Participants: 706
- Total Assets: $38.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 706 | $38.0M | $775,752 | $2.4M |
| 2023 | 626 | $34.9M | $648,676 | $2.1M |
| 2022 | 647 | $29.7M | $701,227 | $2.2M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $145,606 | — | — | — | — |
| 2023 | $129,059 | — | — | — | — |
| 2022 | $121,767 | — | — | — | — |