Plan Snapshot
- Plan Sponsor: South Lyon Medical Center, INC.
- Sponsor EIN: 880256932
- Sponsor Address: P.O. BOX 940, YERINGTON, NV, 894470940
- Plan Type: 403(b)
- Total Participants: 148
- Total Assets: $5.1M
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 | 148 | $5.1M | $182,101 | $398,308 |
| 2023 | 149 | $4.4M | $125,271 | $318,464 |
| 2022 | 160 | $4.1M | $113,724 | $289,504 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
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 | $7,581 | $3,749 | $1,725 | — | — |
| 2023 | $33,353 | $14,797 | $5,290 | — | — |
| 2022 | $32,928 | $14,301 | $18,627 | — | — |