Plan Snapshot
- Plan Sponsor: St. Mary'S Of Medford, INC.
- Sponsor EIN: 930514209
- Sponsor Address: 816 BLACK OAK DR, MEDFORD, OR, 975048504
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $9.7M
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 | 131 | $9.7M | $230,183 | $605,997 |
| 2023 | 96 | $8.8M | $209,272 | $504,790 |
| 2022 | 80 | $7.3M | $186,901 | $421,979 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
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 | $50,429 | $33,593 | $16,836 | — | — |
| 2023 | $48,801 | $28,574 | $20,227 | — | — |
| 2022 | $36,377 | $16,347 | $20,030 | — | — |