Plan Snapshot
- Plan Sponsor: Ephraim Mcdowell Health
- Sponsor EIN: 610492356
- Sponsor Address: 217 S 3RD ST, DANVILLE, KY, 404221823
- Plan Type: 403(b)
- Total Participants: 1,967
- Total Assets: $202.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 1,967 | $202.6M | $7.6M | $9.0M |
| 2023 | 1,851 | $179.5M | $6.7M | $7.8M |
| 2022 | 1,695 | $156.2M | $5.7M | $7.2M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $414,717 | — | $414,717 | — | — |
| 2023 | $388,784 | — | $388,784 | — | — |
| 2022 | $361,531 | — | $361,531 | — | — |