Plan Snapshot
- Plan Sponsor: Community Health Center Of Central Wyoming, INC.
- Sponsor EIN: 830326307
- Sponsor Address: 5000 BLACKMORE ROAD, CASPER, WY, 82609
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $5.7M
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 | 153 | $5.7M | $418,385 | $410,344 |
| 2023 | 144 | $4.7M | $490,197 | $456,815 |
| 2022 | 139 | $3.6M | $411,820 | $319,916 |
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 |
|---|---|---|---|---|
| EDWARD D JONES & CO LP | INVESTMENT ADVISOR | $33,566 | — | $33,566 |
| PBMARES, LLP | CONTRACT ADMIN | $14,309 | — | $14,309 |
| DZA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PBMARES, LLP — CONTRACT ADMIN
- DZA PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,875
- Estimated Expense Ratio: 0.846% 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 | $50,760 | $33,566 | $14,309 | — | — |
| 2023 | $45,920 | $19,482 | $25,933 | — | — |
| 2022 | $13,317 | — | $13,317 | — | — |