Plan Snapshot
- Plan Sponsor: Fulton County Health Center
- Sponsor EIN: 344428214
- Sponsor Address: 725 S. SHOOP AVENUE, WAUSEON, OH, 43567
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 704
- Total Assets: $42.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 704 | $42.0M | $0 | $0 |
| 2024 | 538 | $38.3M | $1.7M | $0 |
| 2023 | 514 | $33.9M | $1.4M | $0 |
| 2022 | 500 | $30.0M | $1.4M | $0 |
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 |
|---|---|---|---|---|
| CAPITAL ASSET ADVISORY SERVICES LLC | Investment Advisor | $72,705 | — | $72,705 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $69,914 | — | $69,914 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $142,619
- Estimated Expense Ratio: 0.339% 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 | $3,892,129 | $72,705 | — | — | — |
| 2024 | $161,873 | $89,936 | — | — | — |
| 2023 | $143,701 | $78,893 | — | — | — |
| 2022 | $146,100 | $81,500 | — | — | — |