# North Mississippi Health Services, INC. 403(b) Plan
Source: https://planprovider.pro/companies/north-mississippi-health-services-inc-403b-plan

> North Mississippi Health Services, INC.'s 403(b) plan: 7,611 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:** 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](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:** $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|—|—|—|—|

## Similar Plans

- [North Mississippi Health Services, INC.](https://planprovider.pro/companies/north-mississippi-health-services-inc-401k-plan) — 7,597 participants

- [King'S Daughters Medical Center](https://planprovider.pro/companies/king-s-daughters-medical-center-403b-plan-001) — 708 participants

- [Mississippi Methodist Hospital And Rehabilitation Center, INC.](https://planprovider.pro/companies/mississippi-methodist-hospital-and-rehabilitation-center-inc-403b-plan) — 601 participants

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