Plan Snapshot
- Plan Sponsor: Marietta Memorial Hospital
- Sponsor EIN: 314379509
- Sponsor Address: 401 MATTHEW STREET, MARIETTA, OH, 45750
- Plan Type: DC
- Total Participants: 3,386
- Total Assets: $111.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 3,386 | $111.1M | $113 | $8.2M |
| 2023 | 2,946 | $98.1M | $891,809 | $7.8M |
| 2022 | 2,810 | $81.2M | $855,895 | $7.5M |
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 |
|---|---|---|---|---|
| TRUSTMONT FINANCIAL GROUP, INC. | Investment Advisor | — | $223,946 | $223,946 |
| LATITUDE SERVICE COMPANY, INC | Recordkeeper | $132,491 | $60,332 | $192,823 |
| NATIONWIDE | Recordkeeper | $126,270 | — | $126,270 |
| RAYMOND JAMES & ASSOCIATES INC | Investment Advisor | $83,179 | — | $83,179 |
| FIDUCIARY WISE, LLC | Other Service Provider | $34,384 | — | $34,384 |
| PROACCOUNT | Investment Advisor | $30,519 | — | $30,519 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Recordkeeper
- PROACCOUNT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $691,121
- Estimated Expense Ratio: 0.622% 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 | $292,267 | — | — | — | — |
| 2023 | $546,938 | $456,742 | $11,405 | — | — |
| 2022 | $511,779 | — | $344,694 | — | $88,251 |