Plan Snapshot
- Plan Sponsor: Lewis County Primary Care Center, INC.
- Sponsor EIN: 611033691
- Sponsor Address: 211 KY 59, VANCEBURG, KY, 41179
- Plan Type: 401(k)
- Total Participants: 455
- Total Assets: $18.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 455 | $18.7M | $788,820 | $1.9M |
| 2023 | 429 | $14.4M | $697,175 | $1.6M |
| 2022 | 413 | $10.6M | $610,860 | $1.4M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | FINANCIAL ADVISOR | $62,787 | — | $62,787 |
| CGRPS | RECORDKEEPER | $19,357 | — | $19,357 |
| CREATIVE RETIREMENT SYSTEMS, INC. | TPA | $5,475 | — | $5,475 |
| RFH, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL SERVICES — FINANCIAL ADVISOR
- RFH, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,619
- Estimated Expense Ratio: 0.469% 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 | $81,680 | — | — | — | — |
| 2023 | $72,190 | — | — | — | — |
| 2022 | $61,830 | — | — | — | — |