# Southeastern Indiana Medical Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/southeastern-indiana-medical-holdings-inc-401k-plan

> Southeastern Indiana Medical Holdings, INC.'s 401(k) plan: 287 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southeastern Indiana Medical Holdings, INC.

- **Sponsor EIN:** 352103592

- **Sponsor Address:** 2400 EAST 17TH STREET, COLUMBUS, IN, 47201

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

- **Total Participants:** 287

- **Total Assets:** $29.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|287|$29.5M|$1.0M|$1.5M|

| 2023|294|$26.3M|$1.0M|$1.4M|

| 2022|263|$20.3M|$885,971|$1.3M|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$37,468|—|$37,468|

| FORVIS MAZARS|AUDITOR|$23,100|—|$23,100|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [FORVIS MAZARS](https://planprovider.pro/provider/forvis-mazars-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $60,568

- **Estimated Expense Ratio:** 0.205% 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|$60,568|—|$37,468|$23,100|—|

| 2023|$46,125|—|$34,625|$11,500|—|

| 2022|$47,811|—|$35,561|—|$12,250|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southeastern-indiana-medical-holdings-inc-401k-plan)

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