Plan Snapshot
- Plan Sponsor: Tj Regional Health INC.
- Sponsor EIN: 610461767
- Sponsor Address: 1301 NORTH RACE ST, GLASGOW, KY, 42141
- Plan Type: 403(b)
- Total Participants: 1,498
- Total Assets: $83.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,498 | $83.2M | $3.5M | $6.4M |
| 2023 | 1,408 | $67.2M | $3.0M | $5.6M |
| 2022 | 1,378 | $53.0M | $2.8M | $5.0M |
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 |
|---|---|---|---|---|
| TAYLOR POLSON & CO CPA PSC | 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 | $286,164 | — | $286,164 | — | — |
| 2023 | $225,932 | — | $225,932 | — | — |
| 2022 | $165,868 | — | $165,868 | — | — |