# Mary Washington Healthcare 403(b) Plan
Source: https://planprovider.pro/companies/mary-washington-healthcare-403b-plan

> Mary Washington Healthcare's 403(b) plan: 3,066 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, 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/epic-retirement-plan-services) — ADVISOR

- [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:** $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|—|—|

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