Plan Snapshot
- Plan Sponsor: Gaston Family Health Services, INC. D.B.A. Kintegra Health
- Sponsor EIN: 581958398
- Sponsor Address: 200 EAST SECOND AVE, GASTONIA, NC, 28052
- Plan Type: 403(b)
- Total Participants: 1,205
- Total Assets: $53.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,205 | $53.4M | $4.6M | $3.0M |
| 2023 | 1,142 | $43.4M | $3.2M | $2.6M |
| 2022 | 862 | $33.7M | $2.6M | $2.1M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $103,297 | — | $103,297 |
| LPL FINANCIAL CORPORATION | INVESTMENT ADVISOR | $52,950 | — | $52,950 |
| MCCANNON ROGERS DRISCOLL & ASSOC'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $156,247
- Estimated Expense Ratio: 0.292% 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 | $156,247 | $52,950 | — | — | — |
| 2023 | $136,721 | $51,408 | — | — | — |
| 2022 | $123,853 | $49,911 | — | — | — |