Plan Snapshot
- Plan Sponsor: Community Health Alliance
- Sponsor EIN: 880293149
- Sponsor Address: 680 SOUTH ROCK BOULEVARD, RENO, NV, 89502
- Plan Type: DC
- Total Participants: 221
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 221 | $6.0M | $646,775 | $0 |
| 2023 | 181 | $5.8M | $639,156 | $0 |
| 2022 | 182 | $5.3M | $679,899 | $0 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $29,680 | — | $29,680 |
| ASSOCIATED PENSION CONSULTANTS | Other Service Provider | $22,937 | — | $22,937 |
| WELLS FARGO ADVISORS LLC | Investment Advisor | $19,598 | — | $19,598 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,215
- Estimated Expense Ratio: 1.198% 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 | $67,279 | $46,742 | $20,537 | — | — |
| 2023 | $69,583 | $41,690 | $27,893 | — | — |
| 2022 | $55,615 | — | $43,184 | — | $12,431 |