Plan Snapshot
- Plan Sponsor: Intermountain Centers For Human Development INC
- Sponsor EIN: 850254535
- Sponsor Address: 401 N. BONITA AVE, TUCSON, AZ, 85745
- Plan Type: 401(k)
- Total Participants: 843
- Total Assets: $18.3M
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 | 843 | $18.3M | $1.1M | $2.5M |
| 2023 | 822 | $15.0M | $1.1M | $2.2M |
| 2022 | 847 | $12.6M | $933,360 | $1.8M |
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 |
|---|---|---|---|---|
| LUDWIG KLEWER & RUDNER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUDWIG KLEWER & RUDNER PLLC — 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 | $164,625 | $49,102 | $115,523 | — | — |
| 2023 | $73,731 | — | $73,731 | — | — |
| 2022 | $84,819 | $26,904 | $50,561 | — | $7,354 |