Plan Snapshot
- Plan Sponsor: Community Hospital Assoc INC
- Sponsor EIN: 860096775
- Sponsor Address: 520 ROSE LANE, WICKENBURG, AZ, 85390
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $6.4M
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 | 269 | $6.4M | $200,008 | $843,850 |
| 2023 | 263 | $5.5M | $195,489 | $805,492 |
| 2022 | 255 | $5.2M | $137,572 | $729,013 |
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 |
|---|---|---|---|---|
| WEALTH MANAGEMENT PARTNERS | Investment Advisor | $20,144 | — | $20,144 |
| NEWPORT GROUP, INC. | Recordkeeper | $16,940 | — | $16,940 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,084
- Estimated Expense Ratio: 0.577% 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 | $37,084 | $20,144 | $240 | — | — |
| 2023 | $38,683 | $18,863 | $380 | — | — |
| 2022 | $28,935 | $16,897 | $12,038 | — | — |