Plan Snapshot
- Plan Sponsor: Henry County Hospital, INC.
- Sponsor EIN: 344477047
- Sponsor Address: 1600 EAST RIVERVIEW AVE., NAPOLEON, OH, 43545
- Plan Type: 401(k)
- Total Participants: 291
- Total Assets: $16.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 291 | $16.9M | $359,572 | $1.1M |
| 2023 | 272 | $15.7M | $328,981 | $972,016 |
| 2022 | 287 | $13.7M | $355,016 | $983,706 |
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. | 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 | $85,725 | — | $79,524 | — | — |
| 2023 | $24,148 | — | $17,773 | — | — |
| 2022 | $5,535 | — | — | — | $5,535 |