# Southeast Mississippi Rural Health Initiative, INC. 401(k) Plan
Source: https://planprovider.pro/companies/southeast-mississippi-rural-health-initiative-inc-401k-plan

> Southeast Mississippi Rural Health Initiative, INC.'s 401(k) plan: 265 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Southeast Mississippi Rural Health Initiative, INC.

- **Sponsor EIN:** 640625076

- **Sponsor Address:** 5488 U.S. HIGHWAY 49, HATTIESBURG, MS, 39403

- **Plan Type:** 401(k)

- **Total Participants:** 265

- **Total Assets:** $14.8M

## 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.|

| 2025|265|$14.8M|$0|$0|

| 2024|280|$13.1M|$0|$0|

| 2023|213|$10.9M|$0|$0|

## 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|

| MATTHEWS, CUTRER, AND LINDSAY, P.A.|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|

| 2025|$7,120|$6,567|$553|—|—|

| 2024|$5,689|$4,839|$850|—|—|

| 2023|$4,228|$3,887|$341|—|—|

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