Plan Snapshot
- Plan Sponsor: Mountain Comprehensive Health Corporation
- Sponsor EIN: 610712406
- Sponsor Address: 226 MEDICAL PLAZA LANE, WHITESBURG, KY, 41858
- Plan Type: 403(b)
- Total Participants: 605
- Total Assets: $21.4M
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 | 605 | $21.4M | $718,393 | $1.5M |
| 2023 | 563 | $19.1M | $626,813 | $1.3M |
| 2022 | 529 | $15.8M | $530,171 | $1.2M |
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 |
|---|---|---|---|---|
| MERIDIAN WEALTH MANAGEMENT | ADVISOR | $46,128 | — | $46,128 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $8,834 | — | $8,834 |
| BLUE & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- BLUE & CO., LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,962
- Estimated Expense Ratio: 0.257% of plan assets
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 | $54,962 | $46,128 | — | — | — |
| 2023 | $80,638 | $38,429 | — | — | — |
| 2022 | $96,814 | $35,547 | — | — | — |