Plan Snapshot
- Plan Sponsor: Envita Medical Centers LLC
- Sponsor EIN: 861044271
- Sponsor Address: 9323 E. BAHIA DRIVE, SCOTTSDALE, AZ, 85260
- Plan Type: 401(k)
- Total Participants: 216
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 216 | $4.4M | $535,799 | $1.1M |
| 2023 | 186 | $2.4M | $408,625 | $885,584 |
| 2022 | 145 | $916,378 | $0 | $421,804 |
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 |
|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | Recordkeeper | $29,294 | — | $29,294 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CPI QUALIFIED PLAN CONSULTANTS, INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,294
- Estimated Expense Ratio: 0.671% 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 | $27,551 | $163 | $20,721 | — | — |
| 2023 | $15,273 | $718 | $10,909 | — | — |
| 2022 | $3,213 | $1,277 | $1,936 | — | — |