Plan Snapshot
- Plan Sponsor: Community Health Resources, INC.
- Sponsor EIN: 066082527
- Sponsor Address: 2 WATERSIDE XING STE 401, WINDSOR, CT, 060951587
- Plan Type: 401(k)
- Total Participants: 941
- Total Assets: $45.2M
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 | 941 | $45.2M | $1.9M | $1.5M |
| 2023 | 883 | $40.5M | $1.8M | $1.5M |
| 2022 | 827 | $34.3M | $1.6M | $1.3M |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | RECORD KEEPER | $16,954 | — | $16,954 |
| COHNREZNICK, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,954
- Estimated Expense Ratio: 0.038% 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 | $16,954 | — | $16,954 | — | — |
| 2023 | $6,105 | — | — | — | — |
| 2022 | $6,233 | — | — | — | — |