# North Mississippi Health Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/north-mississippi-health-services-inc-401k-plan

> North Mississippi Health Services, INC.'s 401(k) plan: 7,597 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** North Mississippi Health Services, INC.

- **Sponsor EIN:** 640653269

- **Sponsor Address:** 830 SOUTH GLOSTER STREET, TUPELO, MS, 38801

- **Plan Type:** 401(k)

- **Total Participants:** 7,597

- **Total Assets:** $361.8M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|7,597|$361.8M|$19.9M|$0|

| 2023|7,188|$334.5M|$18.3M|$0|

| 2022|7,302|$288.1M|$17.6M|$0|

## 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|

| LINCOLN NATIONAL CORPORATION|NONE|$361,451|—|$361,451|

| GERBER/ TAYLOR ASSOCIATES, INC.|NONE|$40,283|—|$40,283|

| FORVIS MAZARS, LLP|NONE|$30,877|—|$30,877|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $432,611

- **Estimated Expense Ratio:** 0.120% 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|$346,060|—|—|—|—|

| 2023|$299,215|—|—|—|—|

| 2022|$298,635|—|—|—|—|

## Similar Plans

- [North Mississippi Health Services, INC.](https://planprovider.pro/companies/north-mississippi-health-services-inc-403b-plan) — 7,611 participants

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