Plan Snapshot
- Plan Sponsor: Green River Regional Mental Health/Mental
- Sponsor EIN: 610668290
- Sponsor Address: 1100 WALNUT ST, OWENSBORO, KY, 423012956
- Plan Type: 403(b)
- Total Participants: 726
- Total Assets: $7.4M
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 | 726 | $7.4M | $36,906 | $505,969 |
| 2023 | 818 | $7.1M | $62,702 | $471,172 |
| 2022 | 634 | $6.7M | $68,848 | $592,239 |
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 |
|---|---|---|---|---|
| BLUE & CO, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO, LLC — Auditor
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 | $58,005 | — | $58,005 | — | — |
| 2023 | $50,349 | — | $50,349 | — | — |
| 2022 | $50,532 | — | $50,532 | — | — |