Plan Snapshot
- Plan Sponsor: Mid-State Health Center
- Sponsor EIN: 020487172
- Sponsor Address: 101 BOULDER POINT DRIVE SUITE 1, PLYMOUTH, NH, 032643170
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 240
- Total Assets: $10.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 240 | $10.2M | $0 | $0 |
| 2024 | 196 | $8.2M | $284,291 | $1.0M |
| 2023 | 183 | $7.9M | $272,349 | $882,648 |
| 2022 | 164 | $7.2M | $196,288 | $748,436 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $51,677 | — | $51,677 |
| BANK OF NEW HAMPSHIRE | Investment Advisor | — | $18,902 | $18,902 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,579
- Estimated Expense Ratio: 0.695% 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 |
|---|---|---|---|---|---|
| 2025 | $1,087,993 | — | $51,677 | — | — |
| 2024 | $45,944 | — | $45,944 | — | — |
| 2023 | $118,762 | — | $118,762 | — | — |
| 2022 | $59,565 | — | $59,565 | — | — |