Plan Snapshot
- Plan Sponsor: Phelps Memorial Health Center
- Sponsor EIN: 470481628
- Sponsor Address: 1215 TIBBALS ST, HOLDREGE, NE, 689491255
- Plan Type: 403(b)
- Total Participants: 335
- Total Assets: $22.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 335 | $22.8M | $863,441 | $1.7M |
| 2023 | 339 | $19.1M | $540,728 | $1.4M |
| 2022 | 289 | $16.1M | $376,450 | $1.1M |
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 |
|---|---|---|---|---|
| EIDE BAILLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY — Auditor
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 | $127,692 | $40,140 | $87,552 | — | — |
| 2023 | $86,899 | $24,231 | $62,668 | — | — |
| 2022 | $76,294 | $38,581 | $37,713 | — | — |