Plan Snapshot
- Plan Sponsor: Bisbee Hospital Association INC
- Sponsor EIN: 860334996
- Sponsor Address: 101 COLE AVENUE, BISBEE, AZ, 85603
- Plan Type: 403(b)
- Total Participants: 456
- Total Assets: $12.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 456 | $12.1M | $872,757 | $1.5M |
| 2023 | 431 | $9.6M | $554,339 | $957,718 |
| 2022 | 386 | $7.2M | $524,342 | $868,144 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | RECORDKEEPER | $51,902 | — | $51,902 |
| CREATIVE PLANNING HOLDCO, INC | INVESTMENT ADVISOR | $36,526 | — | $36,526 |
| MEUWISSEN, FLYGARE, KADRLIK, & ASSO | AUDITOR | $25,491 | — | $25,491 |
| DS&B, LTD. | Auditor | $25,491 | — | $25,491 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — RECORDKEEPER
- CREATIVE PLANNING HOLDCO, INC — INVESTMENT ADVISOR
- DS&B, LTD. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $139,410
- Estimated Expense Ratio: 1.157% 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 | $119,083 | $37,383 | — | $25,491 | — |
| 2023 | $71,869 | — | $71,869 | — | — |
| 2022 | $79,474 | $60,818 | $18,656 | — | — |