Plan Snapshot
- Plan Sponsor: Mississippi Methodist Hospital And Rehabilitation Center, INC.
- Sponsor EIN: 237067206
- Sponsor Address: 1350 EAST WOODROW WILSON AVE, JACKSON, MS, 39216
- Plan Type: 403(b)
- Total Participants: 601
- Total Assets: $57.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 601 | $57.2M | $1.5M | $2.0M |
| 2023 | 810 | $53.2M | $1.3M | $1.9M |
| 2022 | 743 | $46.9M | $1.2M | $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 |
|---|---|---|---|---|
| CRI | 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 | $135,426 | — | — | — | — |
| 2023 | $201,199 | $120,302 | $800 | — | — |
| 2022 | $223,808 | $126,040 | $97,768 | — | — |