# Monroe Medical Foundation INC Dba Monroe County Medical Center 403(b) Plan
Source: https://planprovider.pro/companies/monroe-medical-foundation-inc-dba-monroe-county-medical-center-403b-plan

> Monroe Medical Foundation INC Dba Monroe County Medical Center's 403(b) plan: 240 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## 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|—|—|

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