Plan Snapshot
- Plan Sponsor: Holzer Health System
- Sponsor EIN: 311156690
- Sponsor Address: 100 JACKSON PIKE, GALLIPOLIS, OH, 45631
- Plan Type: 401(k)
- Total Participants: 2,139
- Total Assets: $183.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2,139 | $183.3M | $1.6M | $0 |
| 2023 | 2,110 | $175.4M | $1.5M | $0 |
| 2022 | 1,779 | $165.6M | $2.8M | $0 |
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 |
|---|---|---|---|---|
| SCHNEIDER DOWNS & CO., INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHNEIDER DOWNS & CO., INC. — 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 | $421,133 | $265,530 | $155,603 | — | — |
| 2023 | $480,064 | $265,728 | $174,555 | — | — |
| 2022 | $506,041 | — | — | — | $506,041 |