Plan Snapshot
- Plan Sponsor: Bienvivir Senior Health Services
- Sponsor EIN: 742457919
- Sponsor Address: 2300 MCKINLEY, EL PASO, TX, 79930
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 506
- Total Assets: $18.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 506 | $18.7M | $671,562 | $1.2M |
| 2023 | 481 | $16.8M | $604,247 | $1.0M |
| 2022 | 467 | $14.2M | $564,912 | $1.0M |
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 |
|---|---|---|---|---|
| LAUTERBACH, BORSCHOW & COMPANY | Auditor | — | — | $0 |
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 | $230 | — | $230 | — | — |
| 2023 | $50 | — | $50 | — | — |
| 2022 | $1,019 | — | $1,019 | — | — |