Plan Snapshot
- Plan Sponsor: Community Hospital Association INC
- Sponsor EIN: 440537826
- Sponsor Address: 26136 US HIGHWAY 59, FAIRFAX, MO, 64446
- Plan Type: 403(b)
- Total Participants: 194
- Total Assets: $8.5M
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 | 194 | $8.5M | $122,332 | $539,294 |
| 2023 | 193 | $7.5M | $113,074 | $505,572 |
| 2022 | 184 | $5.8M | $107,997 | $482,077 |
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 |
|---|---|---|---|---|
| LUTZ & COMPANY, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ & COMPANY, PC — 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 | $628 | — | $628 | — | — |
| 2023 | $567 | — | $567 | — | — |
| 2022 | $683 | — | $683 | — | — |