# El Rio Santa Cruz Neighborhood Health Center, INC. 403(b) Plan
Source: https://planprovider.pro/companies/el-rio-santa-cruz-neighborhood-health-center-inc-403b-plan

> El Rio Santa Cruz Neighborhood Health Center, INC.'s 403(b) plan: 1,958 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [FESTER & CHAPMAN, LLC](https://planprovider.pro/provider/fester-and-chapman-pllc) — 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|—|—|

## Similar Plans

- [Chiricahua Community Health Centers, INC.](https://planprovider.pro/companies/chiricahua-community-health-centers-inc-plan-001) — 473 participants

- [Sunset Community Health Center, INC](https://planprovider.pro/companies/sunset-community-health-center-inc-403b-plan) — 323 participants

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