Plan Snapshot
- Plan Sponsor: Five Rivers Health Centers
- Sponsor EIN: 450914398
- Sponsor Address: 721 MIAMI CHAPEL ROAD, DAYTON, OH, 45417
- Plan Type: 401(k)
- Total Participants: 299
- Total Assets: $11.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 299 | $11.3M | $549,410 | $986,833 |
| 2023 | 301 | $9.2M | $496,341 | $879,615 |
| 2022 | 266 | $8.0M | $449,887 | $776,579 |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | — | — | $0 |
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 | $71,447 | — | $71,447 | — | — |
| 2023 | $62,904 | — | $62,904 | — | — |
| 2022 | $61,917 | — | $61,917 | — | — |