Plan Snapshot
- Plan Sponsor: Macon Hospital INC.
- Sponsor EIN: 620988604
- Sponsor Address: 305 W LOCUST ST., LAFAYETTE, TN, 37083
- Plan Type: 403(b)
- Total Participants: 226
- Total Assets: $5.8M
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 | 226 | $5.8M | $167,229 | $374,345 |
| 2023 | 248 | $5.0M | $168,785 | $383,014 |
| 2022 | 250 | $4.1M | $130,361 | $259,835 |
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 |
|---|---|---|---|---|
| KRAFTCPAS PLLC | 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 | $9,817 | $2,133 | $7,684 | — | — |
| 2023 | $17,663 | — | $17,663 | — | — |
| 2022 | $14,066 | — | $14,066 | — | — |