Plan Snapshot
- Plan Sponsor: Community Memorial Healthcare INC.
- Sponsor EIN: 480630224
- Sponsor Address: 708 N 18TH STREET, MARYSVILLE, KS, 665081399
- Plan Type: 403(b)
- Total Participants: 205
- Total Assets: $14.0M
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 | 205 | $14.0M | $0 | $649,148 |
| 2023 | 208 | $13.1M | $0 | $624,810 |
| 2022 | 204 | $11.2M | $0 | $622,204 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | — | $66,864 | $66,864 |
| FUTURE CAPITAL | Other Service Provider | $10,721 | — | $10,721 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,585
- Estimated Expense Ratio: 0.556% 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 | $10,721 | $10,721 | — | — | — |
| 2023 | $10,079 | $10,079 | — | — | — |
| 2022 | $12,981 | $12,981 | — | — | — |