# Hamilton Health Care System, INC. 403(b) Plan
Source: https://planprovider.pro/companies/hamilton-health-care-system-inc-403b-plan

> Hamilton Health Care System, INC.'s 403(b) plan: 4,089 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$243,734|—|$243,734|

| PYA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $243,734

- **Estimated Expense Ratio:** 0.102% 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|$245,356|—|$243,734|—|—|

| 2023|$195,662|—|$195,662|—|—|

| 2022|$212,940|—|$168,840|—|$44,100|

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