Plan Snapshot
- Plan Sponsor: St. Charles Health Council, INC.
- Sponsor EIN: 237319768
- Sponsor Address: 276 FIELDSTONE DR., JONESVILLE, VA, 24263
- Plan Type: 403(b)
- Total Participants: 190
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 190 | $11.4M | $281,943 | $554,556 |
| 2023 | 185 | $10.4M | $268,017 | $532,019 |
| 2022 | 187 | $9.3M | $247,160 | $511,165 |
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 |
|---|---|---|---|---|
| ROBINSON, FARMER, COX & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROBINSON, FARMER, COX & ASSOCIATES — 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 | $3,756 | — | $3,756 | — | — |
| 2023 | $3,516 | — | $3,516 | — | — |
| 2022 | $3,746 | — | $3,746 | — | — |