Plan Snapshot
- Plan Sponsor: Jones Memorial Hospital
- Sponsor EIN: 222807681
- Sponsor Address: 191 NORTH MAIN STREET, WELLSVILLE, NY, 14895
- Plan Type: DB
- Total Participants: 40
- Total Assets: $12.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 40 | $12.4M | $441,000 | $0 |
| 2023 | 43 | $13.7M | $118,000 | $0 |
| 2022 | 56 | $13.1M | $0 | $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 |
|---|---|---|---|---|
| MERCER | ACTUARY | $67,552 | — | $67,552 |
| NEPC, LLC | NONE | $23,570 | — | $23,570 |
| US BANK | NONE | $7,500 | — | $7,500 |
| BONADIO & CO.,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEPC, LLC — NONE
- US BANK — NONE
- BONADIO & CO.,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,622
- Estimated Expense Ratio: 0.793% 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 | $275,957 | $29,339 | — | — | — |
| 2023 | $240,709 | $34,158 | — | — | — |
| 2022 | $238,810 | $41,203 | — | — | $44,629 |