Plan Snapshot
- Plan Sponsor: Regional Health Care Clinic, INC.
- Sponsor EIN: 431879853
- Sponsor Address: 821 WESTWOOD, SEDALIA, MO, 653012102
- Plan Type: 403(b)
- Total Participants: 213
- Total Assets: $2.4M
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 | 213 | $2.4M | $106,683 | $403,944 |
| 2023 | 192 | $2.4M | $97,810 | $413,108 |
| 2022 | 160 | $2.4M | $160,140 | $360,877 |
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 |
|---|---|---|---|---|
| HOOD AND ASSOCIATES CPAS, P.C. | Auditor | — | — | $0 |
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 | $17,857 | — | $17,857 | — | — |
| 2023 | $17,762 | — | $17,762 | — | — |
| 2022 | $18,391 | — | $18,391 | — | — |