Plan Snapshot
- Plan Sponsor: Rural Medical Services, INC.
- Sponsor EIN: 621102683
- Sponsor Address: 207 MURRAY DR, NEWPORT, TN, 378213631
- Plan Type: 403(b)
- Total Participants: 126
- Total Assets: $10.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 126 | $10.5M | $337,765 | $305,751 |
| 2023 | 117 | $9.1M | $275,982 | $253,584 |
| 2022 | 113 | $7.9M | $304,312 | $300,937 |
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 |
|---|---|---|---|---|
| TERRY HORNE, CPA | 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 | $1,584 | — | — | — | — |
| 2023 | $684 | — | — | — | — |
| 2022 | $623 | — | — | — | — |