# King&#39;S Daughters Medical Center 403(b) Plan
Source: https://planprovider.pro/companies/king-s-daughters-medical-center-403b-plan-001

> King&#39;S Daughters Medical Center&#39;s 403(b) plan: 708 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/milliman) — NONE

- [COREBRIDGE FINANCIAL, INC](https://planprovider.pro/provider/corebridge-financial) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [HORNE LLP](https://planprovider.pro/provider/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|—|—|

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