Plan Snapshot
- Plan Sponsor: National Health Corporation
- Sponsor EIN: 621294263
- Sponsor Address: 100 E. VINE STREET, MURFREESBORO, TN, 37130
- Plan Type: 401(k)
- Total Participants: 19,017
- Total Assets: $325.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 19,017 | $325.3M | $3.1M | $14.3M |
| 2023 | 15,393 | $266.4M | $2.5M | $11.8M |
| 2022 | 13,168 | $216.9M | $2.6M | $12.7M |
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 |
|---|---|---|---|---|
| THE TRUST COMPANY OF TENNESSEE | NONE | $164,895 | — | $164,895 |
| JOBE, HASTINGS & ASSOCIATES, CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $164,895
- Estimated Expense Ratio: 0.051% 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 | $209,102 | $44,207 | $164,895 | — | — |
| 2023 | $155,228 | — | $155,228 | — | — |
| 2022 | $172,268 | — | — | — | $172,268 |