Plan Snapshot
- Plan Sponsor: Hamilton Health Care System, INC.
- Sponsor EIN: 581519913
- Sponsor Address: 1200 MEMORIAL DRIVE, DALTON, GA, 30720
- Plan Type: 403(b)
- Total Participants: 4,089
- Total Assets: $239.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 4,089 | $239.3M | $7.7M | $16.0M |
| 2023 | 2,881 | $191.6M | $6.5M | $14.2M |
| 2022 | 2,712 | $155.5M | $4.9M | $11.8M |
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 |
|---|---|---|---|---|
| PYA, P.C. | Auditor | — | — | $0 |
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 | $245,356 | — | $243,734 | — | — |
| 2023 | $195,662 | — | $195,662 | — | — |
| 2022 | $212,940 | — | $168,840 | — | $44,100 |