Plan Snapshot
- Plan Sponsor: Rural Health, INC.
- Sponsor EIN: 371056692
- Sponsor Address: 513 N. MAIN STREET, ANNA, IL, 62906
- Plan Type: DC
- Total Participants: 121
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 121 | $12.3M | $675,000 | $352,533 |
| 2023 | 114 | $10.2M | $0 | $72,153 |
| 2022 | 106 | $8.6M | $725,000 | $260,748 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $65,842 | — | $65,842 |
| CERITY PARTNERS RETIREMENT PLAN ADV | INVESTMENT ADVISORY | — | $48,087 | $48,087 |
| TRINITY PENSION CONSULTANTS INC | OTHER SERVICES | — | $18,178 | $18,178 |
| KEMPER CPA GROUP LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KEMPER CPA GROUP LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $132,107
- Estimated Expense Ratio: 1.078% 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 | $65,842 | — | $65,842 | — | — |
| 2023 | $13,872 | — | $13,872 | — | — |
| 2022 | $1,565 | $1,565 | — | — | — |