Plan Snapshot
- Plan Sponsor: Margaret Mary Community Hospital
- Sponsor EIN: 356067049
- Sponsor Address: 321 MITCHELL AVENUE, BATESVILLE, IN, 470060226
- Plan Type: DC
- Total Participants: 797
- Total Assets: $42.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 797 | $42.3M | $485,651 | $2.8M |
| 2023 | 773 | $39.2M | $475,821 | $2.6M |
| 2022 | 765 | $33.6M | $497,959 | $2.7M |
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 | $40,991 | — | $40,991 |
| LJI WEALTH MANAGEMENT | INVESTMENT ADVISOR | $22,883 | — | $22,883 |
| AMERICAN PENSION ADVISORS | THIRD PARTY ADMIN | $11,321 | — | $11,321 |
| ERISA SMART | THIRD PARTY TRUSTEE | $8,135 | — | $8,135 |
| BLUE & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,330
- Estimated Expense Ratio: 0.197% 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 | $136,074 | — | $10,345 | — | — |
| 2023 | $152,911 | $23,242 | $20,978 | — | — |
| 2022 | $40,792 | $18,922 | — | — | $21,870 |