Plan Snapshot
- Plan Sponsor: Memorial Community Health INC.
- Sponsor EIN: 470461859
- Sponsor Address: 1423 7TH STREET, AURORA, NE, 688181141
- Plan Type: 403(b)
- Total Participants: 311
- Total Assets: $24.9M
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 | 311 | $24.9M | $767,035 | $890,978 |
| 2023 | 295 | $22.0M | $653,730 | $856,068 |
| 2022 | 272 | $20.4M | $669,825 | $860,760 |
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 |
|---|---|---|---|---|
| HBE LLP | Auditor | $12,724 | — | $12,724 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HBE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,724
- Estimated Expense Ratio: 0.051% 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 | $98,627 | $37,739 | — | $12,724 | — |
| 2023 | $107,986 | $32,923 | — | — | — |
| 2022 | $117,097 | $36,222 | — | — | — |