# St. Charles Health Council, INC. DC Plan
Source: https://planprovider.pro/companies/st-charles-health-council-inc-plan

> St. Charles Health Council, INC.'s DC plan: 190 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** St. Charles Health Council, INC.

- **Sponsor EIN:** 237319768

- **Sponsor Address:** 276 FIELDSTONE DR., JONESVILLE, VA, 24263

- **Plan Type:** DC

- **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|

| O N EQUITY SALES COMPANY|OTHER SERVICES|—|$46,990|$46,990|

| 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](https://planprovider.pro/provider/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:** $46,990

- **Estimated Expense Ratio:** 0.412% 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|$3,756|—|$3,756|—|—|

| 2023|$3,516|—|$3,516|—|—|

| 2022|$3,746|—|$3,746|—|—|

## Similar Plans

- [Piedmont Access To Health Services, INC.](https://planprovider.pro/companies/piedmont-access-to-health-services-inc-403b-plan) — 335 participants

- [Blue Ridge Hospice, INC.](https://planprovider.pro/companies/blue-ridge-hospice-inc-401k-plan) — 389 participants

- [Tms Neurohealth Center, INC.](https://planprovider.pro/companies/tms-neurohealth-center-inc-401k-plan) — 414 participants

- [Acuity International, LLC](https://planprovider.pro/companies/acuity-international-llc-401k-plan-001-6499) — 1,376 participants

- [Acuity International, LLC](https://planprovider.pro/companies/acuity-international-llc-401k-plan-001-6649) — 1,554 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/st-charles-health-council-inc-plan)

© 2026 PlanProvider.Pro