Plan Snapshot
- Plan Sponsor: El Rio Santa Cruz Neighborhood Health Center, INC.
- Sponsor EIN: 860285857
- Sponsor Address: PO BOX 1231, TUCSON, AZ, 857021231
- Plan Type: 403(b)
- Total Participants: 1,958
- Total Assets: $179.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 1,958 | $179.6M | $6.0M | $14.1M |
| 2023 | 1,976 | $150.0M | $6.0M | $13.1M |
| 2022 | 1,887 | $120.1M | $4.6M | $11.0M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $458,622 | — | $458,622 |
| CHARLES SCHWAB TRUST BANK | NONE | — | $64,219 | $64,219 |
| FESTER & CHAPMAN, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- CHARLES SCHWAB TRUST BANK — NONE
- FESTER & CHAPMAN, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $522,841
- Estimated Expense Ratio: 0.291% 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 | $458,645 | — | $458,645 | — | — |
| 2023 | $298,062 | — | $298,062 | — | — |
| 2022 | $277,837 | — | $277,837 | — | — |