Plan Snapshot
- Plan Sponsor: Siskin Hospital For Physical Rehabilitation
- Sponsor EIN: 621220402
- Sponsor Address: ONE SISKIN PLAZA, CHATTANOOGA, TN, 37403
- Plan Type: 403(b)
- Total Participants: 589
- Total Assets: $31.0M
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 | 589 | $31.0M | $526,439 | $1.3M |
| 2023 | 555 | $28.6M | $508,726 | $1.3M |
| 2022 | 537 | $26.5M | $435,981 | $1.2M |
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 |
|---|---|---|---|---|
| JOHNSON, HICKEY & MURCHISON | 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 | $107,292 | — | — | — | — |
| 2023 | $86,351 | — | $86,351 | — | — |
| 2022 | $23,971 | — | $23,971 | — | — |