# Mvhs, INC. 403(b) Plan
Source: https://planprovider.pro/companies/faxton-st-luke-s-healthcare-403b-plan

> Mvhs, INC.'s 403(b) plan: 3,562 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mvhs, INC.

- **Sponsor EIN:** 161576637

- **Sponsor Address:** 111 HOSPITAL DR., UTICA, NY, 13502

- **Plan Type:** 403(b)

- **Total Participants:** 3,562

- **Total Assets:** $196.6M

## 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|3,562|$196.6M|$1.1M|$1.8M|

| 2023|3,866|$185.9M|$2.5M|$4.2M|

| 2022|2,585|$166.7M|$2.6M|$4.1M|

## 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|

| LINCOLN NATIONAL CORPORATION|RECORD KEEPER|$194,185|—|$194,185|

| HANYS BENEFIT SERVICES|INVESTMENT ADVISOR|$66,835|—|$66,835|

| FUST CHARLES LLP|AUDITOR|$14,216|—|$14,216|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — RECORD KEEPER

- [HANYS BENEFIT SERVICES](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISOR

- [FUST CHARLES LLP](https://planprovider.pro/provider/fustcharles-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $275,236

- **Estimated Expense Ratio:** 0.140% 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|$274,854|$66,835|$193,803|$14,216|—|

| 2023|$267,808|$60,009|$207,799|—|—|

| 2022|$344,467|$64,231|$276,446|—|$3,790|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/faxton-st-luke-s-healthcare-403b-plan)

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