# Community Medical Services Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/community-medical-services-holdings-llc-401k-plan

> Community Medical Services Holdings, LLC's 401(k) plan: 1,043 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Community Medical Services Holdings, LLC

- **Sponsor EIN:** 470989023

- **Sponsor Address:** 8444 N 90TH ST STE 100, SCOTTSDALE, AZ, 852585037

- **Plan Type:** 401(k)

- **Total Participants:** 1,043

- **Total Assets:** $11.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|1,043|$11.9M|$1.1M|$2.2M|

| 2023|870|$8.7M|$902,209|$1.8M|

| 2022|860|$5.8M|$670,040|$1.4M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$77,289|—|$77,289|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $77,289

- **Estimated Expense Ratio:** 0.651% 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|$77,289|—|$77,289|—|—|

| 2023|$53,282|—|$53,282|—|—|

| 2022|$57,304|—|$57,304|—|—|

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