Plan Snapshot
- Plan Sponsor: Fulton County Health Center
- Sponsor EIN: 344428214
- Sponsor Address: 725 S. SHOOP AVENUE, WAUSEON, OH, 43567
- Plan Type: 403(b)
- Plan Number: 005
- Total Participants: 1,053
- Total Assets: $40.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,053 | $40.1M | $0 | $0 |
| 2024 | 906 | $33.6M | $0 | $2.7M |
| 2023 | 841 | $27.1M | $0 | $2.1M |
| 2022 | 749 | $22.2M | $0 | $2.0M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $65,940 | — | $65,940 |
| CAPITAL ASSET ADVISORY SERVICES LLC | Investment Advisor | $65,382 | — | $65,382 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $131,322
- Estimated Expense Ratio: 0.327% 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 |
|---|---|---|---|---|---|
| 2025 | $2,350,598 | $65,382 | — | — | — |
| 2024 | $139,536 | $76,076 | — | — | — |
| 2023 | $111,424 | $60,243 | — | — | — |
| 2022 | $109,445 | $60,954 | — | — | — |