# Margaret Mary Community Hospital DC Plan
Source: https://planprovider.pro/companies/margaret-mary-community-hospital-inc-plan-004

> Margaret Mary Community Hospital's DC plan: 797 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/blue-and-co-llc) — 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|

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