Plan Snapshot
- Plan Sponsor: Marietta Memorial Hospital
- Sponsor EIN: 314379509
- Sponsor Address: 401 MATTHEW STREET., MARIETTA, OH, 457500449
- Plan Type: DC
- Total Participants: 2,079
- Total Assets: $30.7M
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 | 2,079 | $30.7M | $4.3M | $0 |
| 2023 | 1,892 | $25.5M | $3.9M | $0 |
| 2022 | 1,855 | $19.9M | $3.7M | $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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | 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 | $142,318 | $18,243 | $26,688 | — | — |
| 2023 | $154,834 | $86,223 | $8,629 | — | — |
| 2022 | $158,781 | — | $75,987 | — | $17,634 |