Plan Snapshot
- Plan Sponsor: Cobre Valley Regional Medical Center
- Sponsor EIN: 860732836
- Sponsor Address: 5880 S. HOSPITAL DR., GLOBE, AZ, 85501
- Plan Type: 401(k)
- Total Participants: 388
- Total Assets: $20.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 388 | $20.7M | $813,134 | $1.7M |
| 2023 | 387 | $18.0M | $734,616 | $1.5M |
| 2022 | 387 | $15.2M | $754,093 | $1.4M |
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 |
|---|---|---|---|---|
| JWT & ASSOCIATES, LLP | 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 | $60,333 | — | — | — | — |
| 2023 | $59,228 | — | — | — | — |
| 2022 | $56,763 | $56,763 | — | — | — |