Plan Snapshot
- Plan Sponsor: Johnson Health Center
- Sponsor EIN: 541287905
- Sponsor Address: 134 ELON ROAD, MADISON HEIGHTS, VA, 24572
- Plan Type: 403(b)
- Total Participants: 219
- Total Assets: $11.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 219 | $11.3M | $562,369 | $811,642 |
| 2023 | 197 | $9.9M | $141,716 | $198,932 |
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 |
|---|---|---|---|---|
| VARIABLE ANNUITY LIFE INSURANCE CO. | ADVISORY FEES | $7,567 | — | $7,567 |
| ROBINSON FARMER COX ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROBINSON FARMER COX ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,567
- Estimated Expense Ratio: 0.067% 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 | $7,567 | — | $7,567 | — | — |
| 2023 | $1,504 | — | $1,504 | — | — |