Plan Snapshot
- Plan Sponsor: Jefferson Hospital Association, INC
- Sponsor EIN: 710329353
- Sponsor Address: 1600 WEST 40TH AVENUE, PINE BLUFF, AR, 71603
- Plan Type: 401(k)
- Total Participants: 1,517
- Total Assets: $130.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,517 | $130.1M | $3.2M | $5.7M |
| 2023 | 1,508 | $117.3M | $3.0M | $5.3M |
| 2022 | 1,511 | $96.9M | $2.9M | $4.9M |
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 |
|---|---|---|---|---|
| SIMMONS BANK INSTITUTIONAL WEALTH | Investment Advisor | $260,273 | — | $260,273 |
| PCS RETIREMENT, LLC | Recordkeeper | $38,177 | — | $38,177 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Custodian / Trustee | $36,229 | — | $36,229 |
| MATRIX | Custodian / Trustee | $33,863 | — | $33,863 |
| SOUTHEASTERN EMPLOYEE BENEFITS | Recordkeeper | $11,962 | — | $11,962 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PCS RETIREMENT, LLC — Recordkeeper
- FIDELITY INVESTMENTS INSTITUTIONAL — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $380,504
- Estimated Expense Ratio: 0.293% 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 | $381,533 | — | $381,533 | — | — |
| 2023 | $262,413 | — | $262,413 | — | — |
| 2022 | $374,534 | — | $374,534 | — | — |