Plan Snapshot
- Plan Sponsor: Mary Washington Healthcare
- Sponsor EIN: 541240646
- Sponsor Address: 1340 CENTRAL PARK BLVD, SUITE 100, FREDERICKSBURG, VA, 22401
- Plan Type: 403(b)
- Total Participants: 3,066
- Total Assets: $400.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 3,066 | $400.3M | $7.3M | $24.8M |
| 2023 | 3,165 | $322.8M | $6.7M | $22.0M |
| 2022 | 2,958 | $265.5M | $6.1M | $20.0M |
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 |
|---|---|---|---|---|
| FID INV INST OPS CO | RECORDKEEPER | $235,194 | — | $235,194 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $45,350 | — | $45,350 |
| BAKER TILLY US, LLP | AUDITOR | $17,008 | — | $17,008 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
- 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: $297,552
- Estimated Expense Ratio: 0.074% 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 | $297,552 | $45,350 | $300 | $17,008 | — |
| 2023 | $329,592 | $45,350 | $1,200 | $17,063 | — |
| 2022 | $352,072 | — | -$387 | — | — |