Plan Snapshot
- Plan Sponsor: Adelante Healthcare, INC.
- Sponsor EIN: 860377821
- Sponsor Address: 3033 N. CENTRAL SUITE 145, PHOENIX, AZ, 850122808
- Plan Type: 403(b)
- Total Participants: 812
- Total Assets: $18.7M
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 | 812 | $18.7M | $0 | $2.1M |
| 2023 | 948 | $18.7M | $0 | $2.1M |
| 2022 | 1,483 | $16.6M | $626,391 | $2.0M |
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 |
|---|---|---|---|---|
| FESTER & CHAPMAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FESTER & CHAPMAN, PLLC — 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 | $135,984 | $23,590 | $112,394 | — | — |
| 2023 | $7,200 | — | — | — | — |
| 2022 | $7,809 | — | — | — | — |