Plan Snapshot
- Plan Sponsor: Community Nursing Services
- Sponsor EIN: 870212459
- Sponsor Address: 2830 SOUTH REDWOOD RD., WEST VALLEY CITY, UT, 841195626
- Plan Type: 403(b)
- Total Participants: 554
- Total Assets: $13.4M
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 | 554 | $13.4M | $713,311 | $1.3M |
| 2023 | 847 | $11.4M | $0 | $1.1M |
| 2022 | 947 | $9.9M | $654,369 | $1.1M |
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 |
|---|---|---|---|---|
| TANNER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TANNER LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $68,580 | — | $68,580 | — | — |
| 2023 | $57,081 | — | $57,081 | — | — |
| 2022 | $15,122 | — | $15,122 | — | — |