Plan Snapshot
- Plan Sponsor: Kershawhealth
- Sponsor EIN: 576005963
- Sponsor Address: PO BOX 1558, CAMDEN, SC, 290218558
- Plan Type: 403(b)
- Total Participants: 25
- Total Assets: $8.3M
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 | 25 | $8.3M | $3,778 | $3,778 |
| 2023 | 1 | $7.8M | $3,600 | $3,600 |
| 2022 | 1 | $7.5M | $3,513 | $3,513 |
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 |
|---|---|---|---|---|
| STANLEY BENEFITS | Other Service Provider | $13,651 | — | $13,651 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,651
- Estimated Expense Ratio: 0.165% 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 | $13,651 | — | — | — | — |
| 2023 | $14,826 | — | $14,746 | — | — |
| 2022 | $34,621 | — | $17,191 | — | $17,430 |