Plan Snapshot
- Plan Sponsor: First Choice Community Healthcare, INC.
- Sponsor EIN: 850224409
- Sponsor Address: 2001 NORTH CENTRO FAMILIAR BLVD, SW, ALBUQUERQUE, NM, 87105
- Plan Type: 403(b)
- Total Participants: 343
- Total Assets: $26.7M
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 | 343 | $26.7M | $985,924 | $1.0M |
| 2023 | 342 | $30.9M | $1.3M | $1.5M |
| 2022 | 464 | $27.3M | $1.5M | $1.7M |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN — 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 | $21,068 | — | $21,068 | — | — |
| 2023 | $163,248 | — | $163,248 | — | — |
| 2022 | $167,705 | — | $167,705 | — | — |