Plan Snapshot
- Plan Sponsor: St Vincent Charity Medical Center
- Sponsor EIN: 340714756
- Sponsor Address: 2351 EAST 22ND STREET, CLEVELAND, OH, 44115
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $20.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 16 | $20.3M | $10,177 | $45,812 |
| 2023 | 15 | $20.0M | $18,876 | $93,494 |
| 2022 | 20 | $25.7M | $260,211 | $1.1M |
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 |
|---|---|---|---|---|
| MALONEY & NOVOTNY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MALONEY & NOVOTNY LLC — 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 | -$3,142 | $473 | — | — | — |
| 2023 | $9,697 | $10,082 | — | — | — |
| 2022 | -$19,988 | $6,360 | — | — | — |