# Mary Washington Healthcare 401(k) Plan
Source: https://planprovider.pro/companies/mary-washington-healthcare-401k-plan

> Mary Washington Healthcare's 401(k) plan: 49 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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