Plan Snapshot
- Plan Sponsor: King'S Daughters Medical Center
- Sponsor EIN: 640333594
- Sponsor Address: 427 HWY 51 N, BROOKHAVEN, MS, 39601
- Plan Type: 403(b)
- Total Participants: 708
- Total Assets: $45.2M
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 | 708 | $45.2M | $1.1M | $2.0M |
| 2023 | 772 | $40.6M | $1.1M | $1.9M |
| 2022 | 729 | $36.5M | $1.0M | $1.9M |
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 |
|---|---|---|---|---|
| ROLAND CRISS FIDUCIARY SERVICES | NONE | $74,375 | — | $74,375 |
| MILLIMAN, INC. | NONE | $61,328 | — | $61,328 |
| COREBRIDGE FINANCIAL, INC | NONE | $13,243 | — | $13,243 |
| CHARLES SCHWAB TRUST BANK | NONE | $10,525 | — | $10,525 |
| HORNE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — NONE
- COREBRIDGE FINANCIAL, INC — NONE
- CHARLES SCHWAB TRUST BANK — NONE
- HORNE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $159,471
- Estimated Expense Ratio: 0.353% 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 | $159,812 | $74,375 | — | — | — |
| 2023 | $149,521 | — | — | — | — |
| 2022 | $237,110 | — | $237,110 | — | — |