Plan Snapshot
- Plan Sponsor: Holzer Health System
- Sponsor EIN: 311156690
- Sponsor Address: 100 JACKSON PIKE, GALLIPOLIS, OH, 45631
- Plan Type: 403(b)
- Total Participants: 2,800
- Total Assets: $88.7M
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 | 2,800 | $88.7M | $0 | $6.5M |
| 2023 | 2,568 | $77.7M | $0 | $6.1M |
| 2022 | 2,514 | $66.3M | $0 | $5.6M |
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 | $132,101 | $41,498 | $295 | — | — |
| 2023 | $114,223 | $39,159 | — | — | — |
| 2022 | $126,171 | — | — | — | $126,171 |