# Reid Hospital & Health Care Services, INC. 403(b) Plan
Source: https://planprovider.pro/companies/reid-hospital-health-care-services-inc-403b-plan

> Reid Hospital & Health Care Services, INC.'s 403(b) plan: 3,178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Reid Hospital & Health Care Services, INC.

- **Sponsor EIN:** 350892672

- **Sponsor Address:** 1100 REID PARKWAY, RICHMOND, IN, 47374

- **Plan Type:** 403(b)

- **Total Participants:** 3,178

- **Total Assets:** $214.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|3,178|$214.1M|$8.0M|$12.2M|

| 2023|3,168|$185.5M|$8.1M|$12.2M|

| 2022|2,871|$151.7M|$7.4M|$11.6M|

## 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|

| NYHART|NONE|$322,378|—|$322,378|

| MORGAN STANLEY WEALTH MANAGEMENT|NONE|$100,000|—|$100,000|

| CHARLES SCHWAB TRUST BANK|NONE|$46,559|—|$46,559|

| ALLWORTH FINANCIAL MANAGEMENT|NONE|$29,395|—|$29,395|

| FORVIS MAZARS, LLP|NONE|$28,350|—|$28,350|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY WEALTH MANAGEMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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:** $526,682

- **Estimated Expense Ratio:** 0.246% 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|$526,683|$129,395|$322,378|$28,350|—|

| 2023|$518,681|$206,550|$244,564|$27,195|—|

| 2022|$607,472|$176,492|—|—|$74,704|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/reid-hospital-health-care-services-inc-403b-plan)

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