Plan Snapshot
- Plan Sponsor: Mountainheart Community Services, INC.
- Sponsor EIN: 550481419
- Sponsor Address: P.O. BOX 1509, OCEANA, WV, 248701509
- Plan Type: DC
- Total Participants: 213
- Total Assets: $11.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 213 | $11.3M | $848,789 | $87,094 |
| 2023 | 206 | $9.7M | $840,405 | $77,453 |
| 2022 | 199 | $8.1M | $734,819 | $76,967 |
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 |
|---|---|---|---|---|
| JOHN BURDETTE AND ASSOCIATES | 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 | $6,750 | — | $6,750 | — | — |
| 2023 | $19,450 | — | $19,450 | — | — |
| 2022 | $11,400 | — | — | — | $11,400 |