# Alcona Citizens For Health, INC. 403(b) Plan
Source: https://planprovider.pro/companies/alcona-citizens-for-health-inc-403b-plan

> Alcona Citizens For Health, INC.'s 403(b) plan: 383 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alcona Citizens For Health, INC.

- **Sponsor EIN:** 382170985

- **Sponsor Address:** 1035 WEST WASHINGTON, ALPENA, MI, 49707

- **Plan Type:** 403(b)

- **Total Participants:** 383

- **Total Assets:** $17.4M

## 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|383|$17.4M|$379,797|$1.2M|

| 2023|377|$14.4M|$334,712|$1.2M|

| 2022|370|$12.2M|$308,714|$1.1M|

## 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|

| EDWARD JONES|INVESTMENT ADVISOR|$37,432|—|$37,432|

| CAPITAL GROUP RETIREMENT PLAN SVCS.|RECORDKEEPER|$18,957|—|$18,957|

| QUAST JANKE AND COMPANY|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $56,389

- **Estimated Expense Ratio:** 0.324% 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|$56,389|$37,432|—|—|—|

| 2023|$33,868|$31,918|—|—|—|

| 2022|$36,716|—|$36,716|—|—|

## Similar Plans

- [Comprehensive Senior Care Corporation](https://planprovider.pro/companies/comprehensive-senior-care-corp-401k-plan) — 373 participants

- [Sunvera Group, LLC](https://planprovider.pro/companies/sunvera-group-llc-401k-plan) — 507 participants

- [Cherry Street Services, INC.](https://planprovider.pro/companies/cherry-street-services-inc-403b-plan) — 710 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/alcona-citizens-for-health-inc-403b-plan)

© 2026 PlanProvider.Pro