Plan Snapshot
- Plan Sponsor: South Peninsula Hospital, INC.
- Sponsor EIN: 920037099
- Sponsor Address: 4300 BARTLETT STREET, HOMER, AK, 99603
- Plan Type: 403(b)
- Total Participants: 154
- Total Assets: $17.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 154 | $17.4M | $940,163 | $1.6M |
| 2023 | 140 | $13.4M | $755,984 | $1.3M |
| 2022 | 118 | $10.2M | $689,418 | $1.1M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT | 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 | $19,678 | $98 | $11,219 | — | — |
| 2023 | $18,117 | — | $9,958 | — | — |
| 2022 | $15,942 | — | $11,302 | — | $4,640 |