Plan Snapshot
- Plan Sponsor: Mississippi Methodist Senior Services INC.
- Sponsor EIN: 646026549
- Sponsor Address: 109 SOUTH BROADWAY, TUPELO, MS, 38802
- Plan Type: 403(b)
- Total Participants: 918
- Total Assets: $6.5M
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 | 918 | $6.5M | $0 | $494,383 |
| 2023 | 862 | $5.8M | $0 | $504,026 |
| 2022 | 910 | $5.1M | $0 | $495,778 |
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 |
|---|---|---|---|---|
| WATKINS WARD AND STAFFORD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WATKINS WARD AND STAFFORD PLLC — Auditor
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 | $36,616 | $34,470 | $2,146 | — | — |
| 2023 | $32,792 | $29,900 | $2,892 | — | — |
| 2022 | $33,008 | $30,849 | $2,159 | — | — |