Plan Snapshot
- Plan Sponsor: Montgomery General Health Care System, INC.
- Sponsor EIN: 550632601
- Sponsor Address: 401 6TH AVENUE, MONTGOMERY, WV, 25136
- Plan Type: 401(k)
- Total Participants: 377
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2024 | 377 | $6.8M | $101,874 | $511,703 |
| 2023 | 281 | $6.5M | $59,641 | $491,890 |
| 2022 | 390 | $6.2M | $14,704 | $489,160 |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — 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 | $68,143 | $24,593 | — | — | — |
| 2023 | $55,346 | $23,207 | — | — | — |
| 2022 | $58,244 | $24,059 | — | — | — |