Plan Snapshot
- Plan Sponsor: North Mississippi Health Services, INC.
- Sponsor EIN: 640653269
- Sponsor Address: 830 SOUTH GLOSTER STREET, TUPELO, MS, 38801
- Plan Type: 403(b)
- Total Participants: 7,611
- Total Assets: $425.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 7,611 | $425.8M | $0 | $27.5M |
| 2023 | 7,212 | $389.9M | $0 | $25.4M |
| 2022 | 7,294 | $340.1M | $0 | $24.2M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | NONE | $433,924 | — | $433,924 |
| GERBER/TAYLOR ASSOCIATES, INC. | NONE | $47,062 | — | $47,062 |
| FORVIS MAZARS, LLP | NONE | $28,627 | — | $28,627 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — NONE
- FORVIS MAZARS, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $509,613
- 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 | $414,800 | — | — | — | — |
| 2023 | $359,223 | — | — | — | — |
| 2022 | $354,700 | — | — | — | — |