Plan Snapshot
- Plan Sponsor: Pleasant Valley Hospital
- Sponsor EIN: 550440086
- Sponsor Address: 2520 VALLEY DRIVE, POINT PLEASANT, WV, 255502031
- Plan Type: 403(b)
- Total Participants: 322
- Total Assets: $19.6M
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 | 322 | $19.6M | $0 | $711,883 |
| 2023 | 323 | $18.3M | $531,152 | $2.0M |
| 2022 | 270 | $17.3M | $0 | $787,488 |
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 |
|---|---|---|---|---|
| SUTTLE & STALNAKER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SUTTLE & STALNAKER, PLLC — 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 | $61,196 | $11,410 | $49,786 | — | — |
| 2023 | $64,160 | $27,433 | $36,727 | — | — |
| 2022 | $102,885 | $36,327 | $66,558 | — | — |