Plan Snapshot
- Plan Sponsor: Van Wert County Hospital Association
- Sponsor EIN: 344429514
- Sponsor Address: 1250 SOUTH WASHINGTON STREET, VAN WERT, OH, 45891
- Plan Type: 403(b)
- Total Participants: 281
- Total Assets: $14.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 281 | $14.4M | $291,126 | $1.3M |
| 2023 | 263 | $13.2M | $318,473 | $1.4M |
| 2022 | 406 | $12.4M | $322,412 | $1.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $34,354 | — | $34,354 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $33,910 | — | $33,910 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,264
- Estimated Expense Ratio: 0.474% 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 | $65,593 | $33,910 | — | — | — |
| 2023 | $61,867 | $33,971 | — | — | — |
| 2022 | $72,815 | — | $72,815 | — | — |