Plan Snapshot
- Plan Sponsor: Methodist Medical Center Of Oak Ridge
- Sponsor EIN: 620636239
- Sponsor Address: 990 OAK RIDGE TURNPIKE, OAK RIDGE, TN, 378306976
- Plan Type: DC
- Total Participants: 1,093
- Total Assets: $56.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 1,093 | $56.3M | $712,005 | $1.8M |
| 2023 | 635 | $51.9M | $671,249 | $1.7M |
| 2022 | 642 | $45.6M | $668,176 | $1.6M |
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 |
|---|---|---|---|---|
| PYA, P.C. | Auditor | $11,118 | — | $11,118 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,118
- Estimated Expense Ratio: 0.020% 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 | $29,240 | — | — | $11,118 | — |
| 2023 | $34,882 | — | — | $10,702 | — |
| 2022 | $38,512 | — | — | — | — |