Plan Snapshot
- Plan Sponsor: Tri State Community Health Center
- Sponsor EIN: 521516829
- Sponsor Address: 109 RAYLOC DRIVE, HANCOCK, MD, 21750
- Plan Type: 403(b)
- Total Participants: 155
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 155 | $9.1M | $344,034 | $535,983 |
| 2023 | 150 | $8.9M | $377,473 | $505,412 |
| 2022 | 156 | $8.1M | $315,944 | $445,390 |
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 |
|---|---|---|---|---|
| SMITH ELLIOTT KEARNS & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH ELLIOTT KEARNS & COMPANY, 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 | $17,273 | — | $17,273 | — | — |
| 2023 | $95,696 | — | $95,696 | — | — |
| 2022 | $102,654 | — | $14,101 | — | — |