Plan Snapshot
- Plan Sponsor: George L. Mee Memorial Hospital
- Sponsor EIN: 941502014
- Sponsor Address: 300 CANAL STREET, KING CITY, CA, 93930
- Plan Type: 403(b)
- Total Participants: 373
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 373 | $7.7M | $307,434 | $1.1M |
| 2023 | 370 | $7.1M | $290,021 | $979,729 |
| 2022 | 348 | $5.3M | $274,400 | $846,337 |
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 |
|---|---|---|---|---|
| FARMERS FINANCIAL SOLUTIONS, LLC | BROKER/DEALER | — | $23,585 | $23,585 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,585
- Estimated Expense Ratio: 0.307% 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 | $44,466 | $2,438 | $41,528 | — | — |
| 2023 | $36,564 | — | $31,040 | — | — |
| 2022 | $27,631 | — | $27,631 | — | — |