Plan Snapshot
- Plan Sponsor: Westchester General Hospital, INC.
- Sponsor EIN: 591201323
- Sponsor Address: 2500 SW 75TH AVE, MIAMI, FL, 33155
- Plan Type: 401(k)
- Total Participants: 535
- Total Assets: $7.4M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 535 | $7.4M | $128,203 | $555,493 |
| 2023 | 1,092 | $7.4M | $139,918 | $605,461 |
| 2022 | 156 | $6.7M | $107,936 | $503,728 |
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 |
|---|---|---|---|---|
| KSDT CPA | 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 | $65,638 | — | $65,638 | — | — |
| 2023 | $14,689 | $286 | — | — | — |
| 2022 | $8,675 | — | — | — | — |