Full Circle Health, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Full Circle Health, INC.
  • Sponsor EIN: 205934739
  • Sponsor Address: 777 N RAYMOND ST, BOISE, ID, 83704
  • Plan Type: 403(b)
  • Total Participants: 517
  • Total Assets: $32.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024517$32.9M$482,871$2.0M
2023493$27.0M$407,101$1.9M
2022388$21.3M$1.3M$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
DZA, PLLCAuditor$0

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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$45,951$45,951
2023$42,245$42,245
2022$36,908$36,908

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