Plan Snapshot
- Plan Sponsor: Winston County Medical Foundation
- Sponsor EIN: 646010402
- Sponsor Address: 17570 E MAIN ST., LOUISVILLE, MS, 39339
- Plan Type: DC
- Total Participants: 242
- Total Assets: $11.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 242 | $11.5M | $610,336 | $358,591 |
| 2023 | 244 | $10.1M | $491,157 | $352,529 |
| 2022 | 234 | $9.2M | $376,573 | $578,144 |
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 |
|---|---|---|---|---|
| RENASANT BANK | NONE | $60,560 | — | $60,560 |
| WATKINS WARD AND STAFFORD, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WATKINS WARD AND STAFFORD, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,560
- Estimated Expense Ratio: 0.525% 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 | $64,042 | — | — | — | — |
| 2023 | $61,647 | — | — | — | — |
| 2022 | $55,224 | — | — | — | — |