Plan Snapshot
- Plan Sponsor: Pomerene Hospital
- Sponsor EIN: 311518658
- Sponsor Address: 981 WOOSTER ROAD, MILLERSBURG, OH, 446541536
- Plan Type: 403(b)
- Total Participants: 389
- Total Assets: $14.4M
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 | 389 | $14.4M | $589,263 | $1.0M |
| 2023 | 586 | $13.2M | $568,917 | $949,358 |
| 2022 | 475 | $10.1M | $498,336 | $911,100 |
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 |
|---|---|---|---|---|
| BLUE & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO., LLC — 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 | $103,507 | — | $103,507 | — | — |
| 2023 | $82,708 | — | $82,708 | — | — |
| 2022 | $72,046 | — | $72,046 | — | — |