Plan Snapshot
- Plan Sponsor: White-Wilson Medical Center, PA
- Sponsor EIN: 593000333
- Sponsor Address: 1005 MAR WALT DRIVE, FORT WALTON, FL, 325476707
- Plan Type: 401(k)
- Total Participants: 240
- Total Assets: $39.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 240 | $39.8M | $731,675 | $1.3M |
| 2023 | 241 | $38.3M | $779,007 | $1.5M |
| 2022 | 252 | $35.8M | $745,473 | $1.5M |
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 |
|---|---|---|---|---|
| WARREN AVERETT LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT 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 | $262,917 | $112,442 | — | — | — |
| 2023 | $144,357 | $103,847 | — | — | — |
| 2022 | $262,541 | — | — | — | — |