# Southeast Mississippi Rural Health Initiative, INC. 403(b) Plan
Source: https://planprovider.pro/companies/southeast-mississippi-rural-health-initiative-inc-640625076-001

> Southeast Mississippi Rural Health Initiative, INC.'s 403(b) plan: 265 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:** 403(b)

- **Plan Number:** 001

- **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.|

| 2024|265|$14.8M|$465,864|$773,543|

| 2023|280|$13.1M|$1.1M|$741,040|

| 2022|213|$10.9M|$322,187|$533,877|

## 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|

| VARIABLE ANNUITY LIFE INSURANCE CO|Recordkeeper|$8,460|—|$8,460|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VARIABLE ANNUITY LIFE INSURANCE CO](https://planprovider.pro/provider/corebridge-financial) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $8,460

- **Estimated Expense Ratio:** 0.057% of plan assets

### 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|$7,120|$6,567|$553|—|—|

| 2023|$5,689|$4,839|$850|—|—|

| 2022|$4,228|$3,887|$341|—|—|

## Similar Plans

- [Hattiesburg Clinic, P.A.](https://planprovider.pro/companies/hattiesburg-clinic-p-a-401k-plan) — 2,584 participants

- [Mississippi Emergency Association, P.A.](https://planprovider.pro/companies/mississippi-emergency-association-p-a-401k-plan) — 491 participants

- [Second Intermed Corporation](https://planprovider.pro/companies/second-intermed-corporation-364586302-501) — 304 participants

- [Specialty Orthopedic Group Of Ms, LLC](https://planprovider.pro/companies/specialty-orthopedic-group-of-ms-llc-401k-plan) — 191 participants

- [Womens Health Mississippi, LLC](https://planprovider.pro/companies/womens-health-mississippi-llc-821042490-501) — 181 participants

- [Specialty Orthopedic Group Of Ms, LLC](https://planprovider.pro/companies/specialty-orthopedic-group-of-ms-llc-474372269-501) — 174 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southeast-mississippi-rural-health-initiative-inc-640625076-001)

© 2026 PlanProvider.Pro