Plan Snapshot
- Plan Sponsor: Community Health Professionals
- Sponsor EIN: 341159395
- Sponsor Address: 1159 WESTWOOD DRIVE, VAN WERT, OH, 45891
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 162 | $4.9M | $141,166 | $219,009 |
| 2023 | 173 | $4.3M | $130,279 | $200,418 |
| 2022 | 164 | $3.9M | $134,668 | $197,234 |
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 |
|---|---|---|---|---|
| SHULTZ HUBER AND ASSOCIATES, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SHULTZ HUBER AND ASSOCIATES, INC. — 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 | $33,978 | $31,744 | — | — | — |
| 2023 | $32,731 | $28,827 | — | — | — |
| 2022 | $31,482 | — | — | — | $31,482 |