# Eastern Shore Rural Health System, INC. 401(k) Plan
Source: https://planprovider.pro/companies/eastern-shore-rural-health-system-inc-401k-plan

> Eastern Shore Rural Health System, INC.'s 401(k) plan: 344 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Eastern Shore Rural Health System, INC.

- **Sponsor EIN:** 510196935

- **Sponsor Address:** 20280 MARKET STREET, ONANCOCK, VA, 23417

- **Plan Type:** 401(k)

- **Total Participants:** 344

- **Total Assets:** $20.8M

## 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|344|$20.8M|$537,659|$1.7M|

| 2023|349|$19.3M|$513,048|$1.6M|

| 2022|314|$16.6M|$488,390|$1.4M|

## 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|

| DAVENPORT & COMPANY LLC|INVESTMENT ADVISOR|$48,575|—|$48,575|

| PBMARES, LLP|TPA|$5,100|$10,047|$15,147|

| BROWN, EDWARDS & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PBMARES, LLP](https://planprovider.pro/provider/pbmares-llp) — TPA

- [BROWN, EDWARDS & COMPANY](https://planprovider.pro/provider/brown-edwards-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $63,722

- **Estimated Expense Ratio:** 0.306% 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|$56,995|$48,575|$5,100|—|—|

| 2023|$49,448|$42,158|$4,590|—|—|

| 2022|$53,234|$45,123|$8,111|—|—|

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