Plan Snapshot
- Plan Sponsor: Mary Washington Healthcare
- Sponsor EIN: 541240646
- Sponsor Address: 1340 CENTRAL PARK BLVD, FREDERICKSBURG, VA, 22401
- Plan Type: 401(k)
- Total Participants: 49
- Total Assets: $269,754
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 49 | $269,754 | $0 | $0 |
| 2023 | 1,634 | $90.1M | $0 | $0 |
| 2022 | 1,775 | $83.3M | $0 | $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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $17,003 | — | $17,003 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,003
- Estimated Expense Ratio: 6.303% 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 | $138,057 | $19,865 | — | $17,003 | — |
| 2023 | $117,821 | $19,865 | — | $17,063 | — |
| 2022 | $135,342 | — | $54 | — | — |