Plan Snapshot
- Plan Sponsor: Western Reserve Hospital, LLC
- Sponsor EIN: 263536780
- Sponsor Address: 1900 23RD STREET, CUYAHOGA FALLS, OH, 44223
- Plan Type: 401(k)
- Total Participants: 932
- Total Assets: $51.0M
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 | 932 | $51.0M | $1.6M | $3.5M |
| 2023 | 925 | $45.5M | $1.5M | $3.3M |
| 2022 | 934 | $37.0M | $1.4M | $3.3M |
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 |
|---|---|---|---|---|
| DRAFFIN TUCKER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DRAFFIN TUCKER — 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 | $135,080 | $58,266 | $32,735 | — | — |
| 2023 | $120,106 | $47,337 | $21,692 | — | — |
| 2022 | $118,488 | — | $116,539 | — | $1,949 |