Plan Snapshot
- Plan Sponsor: Community Health Clinics INC.
- Sponsor EIN: 820300537
- Sponsor Address: 211 16TH AVE N, NAMPA, ID, 83687
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 538
- Total Assets: $12.5M
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 | 538 | $12.5M | $0 | $1.3M |
| 2023 | 560 | $11.2M | $0 | $1.2M |
| 2022 | 479 | $8.2M | $0 | $978,036 |
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 | $1,445 | $35,963 | $37,408 |
| RT JONES CAPITAL EQUITIES MGMT INC | Other Service Provider | $20,570 | — | $20,570 |
| APPOLLON WELATH MGMT LLC | Other Service Provider | $12,260 | — | $12,260 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,238
- Estimated Expense Ratio: 0.562% 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 | $34,275 | $32,830 | $1,445 | — | — |
| 2023 | $26,606 | $25,556 | $1,050 | — | — |
| 2022 | $24,074 | $23,467 | $607 | — | — |