Plan Snapshot
- Plan Sponsor: Memorial Health Care Systems
- Sponsor EIN: 470375220
- Sponsor Address: 300 N COLUMBIA AVE, SEWARD, NE, 684342228
- Plan Type: 403(b)
- Total Participants: 281
- Total Assets: $36.5M
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 | 281 | $36.5M | $658,394 | $1.6M |
| 2023 | 286 | $31.8M | $665,598 | $1.5M |
| 2022 | 270 | $26.6M | $658,389 | $1.5M |
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 |
|---|---|---|---|---|
| GABRIEL BURGER ELSE CPA PC | Auditor | — | — | $0 |
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 | $46,999 | — | $46,999 | — | — |
| 2023 | $39,077 | — | $39,077 | — | — |
| 2022 | $42,352 | — | $42,352 | — | — |