# St. Mary'S Of Medford, INC. 401(k) Plan
Source: https://planprovider.pro/companies/st-marys-of-medford-inc-401k-plan

> St. Mary'S Of Medford, INC.'s 401(k) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PROFESSIONAL CAPITAL SERVICES|CONTRACT ADMINISTRATOR|$33,593|—|$33,593|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$16,836|—|$16,836|

| CUTLER INVESTMENT COUNSEL, LLC|SERVICE PROVIDER|—|$11,783|$11,783|

| 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:** $62,212

- **Estimated Expense Ratio:** 0.641% 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|$50,429|$33,593|$16,836|—|—|

| 2023|$48,801|$28,574|$20,227|—|—|

| 2022|$36,377|$16,347|$20,030|—|—|

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