Plan Snapshot
- Plan Sponsor: Winslow Memorial Hospital
- Sponsor EIN: 860107344
- Sponsor Address: 1501 N WILLIAMSON AVE, WINSLOW, AZ, 86047
- Plan Type: 403(b)
- Total Participants: 275
- Total Assets: $18.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 275 | $18.3M | $603,154 | $1.1M |
| 2023 | 265 | $16.0M | $597,512 | $1.0M |
| 2022 | 276 | $13.5M | $541,580 | $953,239 |
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 |
|---|---|---|---|---|
| EIDE BAILLY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY, LLP — 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 | $44,481 | $64 | $44,417 | — | — |
| 2023 | $35,635 | — | $35,635 | — | — |
| 2022 | $54,513 | — | $54,513 | — | — |