Plan Snapshot
- Plan Sponsor: Southwest Community Health System
- Sponsor EIN: 341455141
- Sponsor Address: 18697 BAGLEY RD, MIDDLEBURG HEIGHTS, OH, 441303417
- Plan Type: 403(b)
- Total Participants: 2,758
- Total Assets: $247.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 2,758 | $247.1M | $7.6M | $12.0M |
| 2023 | 2,730 | $222.4M | $7.2M | $11.4M |
| 2022 | 2,801 | $188.9M | $6.8M | $11.1M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
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 | $440,518 | — | $440,518 | — | — |
| 2023 | $435,294 | — | $435,294 | — | — |
| 2022 | $422,271 | — | $422,271 | — | — |