Plan Snapshot
- Plan Sponsor: Russell County Hospital
- Sponsor EIN: 610965365
- Sponsor Address: P.O. BOX 1610, RUSSELL SPRINGS, KY, 42642
- Plan Type: 403(b)
- Total Participants: 321
- Total Assets: $15.0M
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 | 321 | $15.0M | $248,042 | $929,327 |
| 2023 | 324 | $12.9M | $296,858 | $916,070 |
| 2022 | 279 | $11.3M | $281,963 | $897,280 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $60,697 | — | $60,697 |
| EDWARD D JONES & CO LP | Investment Advisor | $35,138 | — | $35,138 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,835
- Estimated Expense Ratio: 0.638% 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 | $97,295 | $36,598 | — | — | — |
| 2023 | $85,283 | $24,104 | — | — | — |
| 2022 | $108,949 | $91,999 | $16,950 | — | — |