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: 400
- Total Assets: $9.7M
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 | 400 | $9.7M | $1.1M | $981,301 |
| 2023 | 373 | $7.3M | $905,009 | $740,986 |
| 2022 | 295 | $4.8M | $746,763 | $552,118 |
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 | $34,629 | $26 | $26,946 | — | — |
| 2023 | $26,608 | $7 | $21,845 | — | — |
| 2022 | $24,976 | — | $22,728 | — | $2,248 |