Plan Snapshot
- Plan Sponsor: Harnett Health System, INC.
- Sponsor EIN: 560603898
- Sponsor Address: 800 TILGHMAN DRIVE, DUNN, NC, 283351706
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $33.8M
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 | 0 | $33.8M | $55,601 | $0 |
| 2023 | 878 | $32.3M | $94,309 | $637,418 |
| 2022 | 896 | $32.2M | $589,886 | $2.5M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $52,713 | — | $52,713 | — | — |
| 2023 | $69,037 | — | $69,037 | — | — |
| 2022 | $73,017 | — | $73,017 | — | — |