# Jones Memorial Hospital 403(b) Plan
Source: https://planprovider.pro/companies/jones-memorial-hospital-plan-003

> Jones Memorial Hospital's 403(b) plan: 528 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jones Memorial Hospital

- **Sponsor EIN:** 222807681

- **Sponsor Address:** 191 N MAIN ST, WELLSVILLE, NY, 148951150

- **Plan Type:** 403(b)

- **Total Participants:** 528

- **Total Assets:** $10.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|528|$10.5M|$801,778|$1.5M|

| 2023|476|$6.7M|$392,969|$144,946|

| 2022|369|$4.5M|$439,104|$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|

| HEALTHCARE COMMUNITY SECURITIES COR|N/A|$22,480|—|$22,480|

| BENEFIT PLANS ADMIN SERVICES, INC.|N/A|$21,295|—|$21,295|

| BONADIO & CO., LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BENEFIT PLANS ADMIN SERVICES, INC.](https://planprovider.pro/provider/bpas) — N/A

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $43,775

- **Estimated Expense Ratio:** 0.418% 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|$45,475|$35,918|—|—|—|

| 2023|$24,399|—|$6,720|—|—|

| 2022|$25,045|$16,793|$8,252|—|—|

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