Plan Snapshot
- Plan Sponsor: Atlas Healthcare Partners, LLC
- Sponsor EIN: 823431080
- Sponsor Address: 2355 E CAMELBACK RD SUITE 700, PHOENIX, AZ, 85016
- Plan Type: 401(k)
- Total Participants: 894
- Total Assets: $26.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 894 | $26.6M | $1.8M | $4.5M |
| 2023 | 901 | $19.9M | $1.8M | $3.9M |
| 2022 | 795 | $14.7M | $1.6M | $3.7M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS 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 | $182,565 | $56,230 | — | — | — |
| 2023 | $170,967 | $85,554 | — | — | — |
| 2022 | $132,185 | $76,380 | $55,805 | — | — |