Plan Snapshot
- Plan Sponsor: Ridgeview Psychiatric Hospital And Center, INC.
- Sponsor EIN: 620579512
- Sponsor Address: 240 WEST TYRONE ROAD, OAK RIDGE, TN, 37830
- Plan Type: 403(b)
- Total Participants: 279
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 279 | $8.5M | $179,157 | $432,659 |
| 2023 | 256 | $7.7M | $144,528 | $373,962 |
| 2022 | 238 | $7.3M | $134,243 | $397,587 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | NONE | $40,845 | $126 | $40,971 |
| RATHER AND KITTRELL | NONE | — | $12,513 | $12,513 |
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RATHER AND KITTRELL — NONE
- LBMC, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,484
- Estimated Expense Ratio: 0.627% 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 | $40,845 | — | $40,695 | — | — |
| 2023 | $33,381 | — | $33,381 | — | — |
| 2022 | $39,388 | — | $39,388 | — | — |