Plan Snapshot
- Plan Sponsor: Cinnamon Hills Youth Crisis Center
- Sponsor EIN: 870573781
- Sponsor Address: 770 EAST ST GEORGE BLVD, ST. GEORGE, UT, 84770
- Plan Type: 403(b)
- Total Participants: 108
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 108 | $2.4M | $66,170 | $223,626 |
| 2023 | 115 | $2.0M | $62,580 | $193,891 |
| 2022 | 88 | $1.9M | $56,038 | $210,552 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $40 | $15,177 | $15,217 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,217
- Estimated Expense Ratio: 0.637% 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 | — | — | — | — | — |
| 2023 | $2,540 | — | $2,540 | — | — |
| 2022 | $2,573 | $2,573 | — | — | — |