Plan Snapshot
- Plan Sponsor: Russell Hospital Corporation
- Sponsor EIN: 630385130
- Sponsor Address: 3316 US HIGHWAY 280, ALEXANDER CITY, AL, 35010
- Plan Type: 403(b)
- Total Participants: 607
- Total Assets: $20.2M
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. |
|---|---|---|---|---|
| 2023 | 607 | $20.2M | $0 | $1.6M |
| 2022 | 655 | $18.7M | $0 | $1.6M |
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 |
|---|---|---|---|---|
| VALIC RETIREMENT SERVICES CO | NONE | $162,052 | — | $162,052 |
| DRAFFIN TUCKER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DRAFFIN TUCKER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $162,052
- Estimated Expense Ratio: 0.801% 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 |
|---|---|---|---|---|---|
| 2023 | $81,025 | — | $81,025 | — | — |
| 2022 | $82,715 | — | $82,715 | — | — |