Plan Snapshot
- Plan Sponsor: Margaret Mary Community Hospital
- Sponsor EIN: 356067049
- Sponsor Address: 321 MITCHELL AVENUE, BATESVILLE, IN, 470060226
- Plan Type: DC
- Total Participants: 653
- Total Assets: $17.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 653 | $17.0M | $869,773 | $0 |
| 2023 | 640 | $16.2M | $829,897 | $0 |
| 2022 | 627 | $14.5M | $824,267 | $0 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $45,148 | — | $45,148 |
| LJI WEALTH MANAGEMENT | INVESTMENT ADVISOR | $24,113 | — | $24,113 |
| CBIZ BENEFITS & INS SERVICES INC | CONTRACT ADMIN | $9,882 | — | $9,882 |
| ERISA SMART | OTHER | $8,611 | — | $8,611 |
| BLUE & CO, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,754
- Estimated Expense Ratio: 0.517% 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 | $83,481 | — | — | — | — |
| 2023 | $28,765 | $24,265 | — | — | — |
| 2022 | $19,082 | $16,082 | — | — | — |