Plan Snapshot
- Plan Sponsor: Lion Star Nacogdoches Hospital, LLC Dba Nacogdoches Memorial Hospital
- Sponsor EIN: 871142127
- Sponsor Address: 1204 NORTH MOUND STREET, NACOGDOCHES, TX, 75961
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 552
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2023 | 552 | $2.9M | $0 | $827,589 |
| 2022 | 509 | $1.8M | $0 | $544,856 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | Recordkeeper | $12,576 | — | $12,576 |
| RBC CAPITAL MARKETS | Recordkeeper | $7,765 | — | $7,765 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — Recordkeeper
- RBC CAPITAL MARKETS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,341
- Estimated Expense Ratio: 0.696% 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 |
|---|---|---|---|---|---|
| 2023 | $21,882 | — | $21,882 | — | — |
| 2022 | $13,670 | $1,550 | $9,656 | — | $2,464 |