Sweetwater Hospital Association 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sweetwater Hospital Association
  • Sponsor EIN: 620544855
  • Sponsor Address: 304 WRIGHT STREET, SWEETWATER, TN, 37874
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $30.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$30.3M$616,205$1.1M
2023445$27.7M$634,499$1.1M
2022446$24.8M$626,804$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
FORVIS, LLPAuditor$0

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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$9,086$948
2023$5,061$299
2022$3,828$3,828

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