Plan Snapshot
- Plan Sponsor: The Moses H. Cone Memorial Hospital Operating Corporation
- Sponsor EIN: 581588823
- Sponsor Address: 1200 NORTH ELM STREET, GREENSBORO, NC, 27401
- Plan Type: DC
- Total Participants: 13,661
- Total Assets: $265.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 13,661 | $265.8M | $16.8M | $0 |
| 2023 | 13,177 | $243.1M | $15.8M | $0 |
| 2022 | 13,278 | $210.9M | $7.8M | $0 |
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 |
|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | NONE | $37,807 | — | $37,807 |
| BAKER TILLY US | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,807
- Estimated Expense Ratio: 0.014% 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 | $37,807 | — | $37,807 | — | — |
| 2023 | $111,227 | — | $111,227 | — | — |
| 2022 | $99,948 | — | $59,948 | — | $40,000 |