Plan Snapshot
- Plan Sponsor: Susan B. Allen Memorial Hospital
- Sponsor EIN: 480581968
- Sponsor Address: 720 W. CENTRAL, EL DORADO, KS, 67042
- Plan Type: 401(k)
- Total Participants: 249
- Total Assets: $22.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 249 | $22.9M | $225 | $1.1M |
| 2023 | 252 | $21.6M | $0 | $1.2M |
| 2022 | 267 | $20.0M | $0 | $1.2M |
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 |
|---|---|---|---|---|
| PYA, P.C. | 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 | $98,049 | — | $3,641 | — | — |
| 2023 | $95,079 | — | $3,547 | — | — |
| 2022 | $107,225 | $83,989 | $23,236 | — | — |