Plan Snapshot
- Plan Sponsor: Community Health Service Agency
- Sponsor EIN: 751528614
- Sponsor Address: 4500 WESLEY STREET, GREENVILLE, TX, 75401
- Plan Type: 403(b)
- Total Participants: 167
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 167 | $3.1M | $93,222 | $226,370 |
| 2023 | 170 | $2.8M | $87,841 | $214,246 |
| 2022 | 156 | $2.5M | $66,779 | $253,897 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $12,257 | — | $12,257 |
| MMLIS | BROKER/ADVISER | — | $11,528 | $11,528 |
| BOLLINGER, SEGARS, GILBERT & MOSS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMLIS — BROKER/ADVISER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,785
- Estimated Expense Ratio: 0.768% 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 | $12,257 | — | $12,257 | — | — |
| 2023 | $12,913 | $12,263 | — | — | — |
| 2022 | $25,172 | — | $25,172 | — | — |