Plan Snapshot
- Plan Sponsor: Jennie Stuart Medical Center
- Sponsor EIN: 610482973
- Sponsor Address: PO BOX 2400, HOPKINSVILLE, KY, 42241
- Plan Type: 403(b)
- Total Participants: 1,141
- Total Assets: $40.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,141 | $40.9M | $1.1M | $3.2M |
| 2023 | 1,124 | $32.7M | $941,421 | $2.8M |
| 2022 | 1,149 | $25.7M | $802,171 | $2.3M |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — 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 | $129,833 | $34,000 | $71,254 | — | — |
| 2023 | $108,114 | $39,400 | $52,633 | — | — |
| 2022 | $99,502 | $34,450 | $56,323 | — | $8,729 |