Plan Snapshot
- Plan Sponsor: Lawrence Memorial Hospital Foundation INC.
- Sponsor EIN: 731547175
- Sponsor Address: 1309 W MAIN, WALNUT RIDGE, AR, 72476
- Plan Type: 403(b)
- Total Participants: 270
- Total Assets: $5.6M
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 | 270 | $5.6M | $0 | $372,931 |
| 2023 | 187 | $4.7M | $61,154 | $355,376 |
| 2022 | 274 | $3.7M | $46,875 | $347,212 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $8,589 | $8,229 | $360 | — | — |
| 2023 | $8,209 | — | $8,209 | — | — |
| 2022 | $6,811 | $6,211 | $600 | — | — |