# Bisbee Hospital Association INC 403(b) Plan
Source: https://planprovider.pro/companies/bisbee-hospital-association-inc-403b-plan

> Bisbee Hospital Association INC's 403(b) plan: 456 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/wipfli-llp) — RECORDKEEPER

- [CREATIVE PLANNING HOLDCO, INC](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISOR

- [DS&B, LTD.](https://planprovider.pro/provider/dsandb-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bisbee-hospital-association-inc-403b-plan)

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