Plan Snapshot
- Plan Sponsor: Monroe Medical Foundation INC Dba Monroe County Medical Center
- Sponsor EIN: 310949874
- Sponsor Address: 529 CAPP HARLAN RD, TOMPKINSVILLE, KY, 421671808
- Plan Type: 403(b)
- Total Participants: 240
- Total Assets: $11.7M
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 | 240 | $11.7M | $183,131 | $432,480 |
| 2023 | 232 | $10.5M | $169,603 | $360,136 |
| 2022 | 237 | $8.6M | $160,655 | $347,304 |
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 |
|---|---|---|---|---|
| TAYLOR, POLSON & COMPANY, PSC | 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 | $44,604 | — | $44,604 | — | — |
| 2023 | $46,243 | — | $46,243 | — | — |
| 2022 | $44,320 | — | $44,320 | — | — |