Plan Snapshot
- Plan Sponsor: Mary Washington Healthcare
- Sponsor EIN: 541240646
- Sponsor Address: 1001 SAM PERRY BOULEVARD, FREDERICKSBURG, VA, 22401
- Plan Type: DB
- Total Participants: 294
- Total Assets: $128.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 294 | $128.0M | $94,592 | $0 |
| 2023 | 355 | $123.9M | $3.1M | $0 |
| 2022 | 428 | $132.3M | $3.0M | $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 | — | — | $0 |
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: $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 | $949,440 | $204,835 | — | — | — |
| 2023 | $2,117,360 | $200,825 | — | $17,063 | — |
| 2022 | $2,041,001 | $231,311 | — | — | $299,725 |