Plan Snapshot
- Plan Sponsor: Mercy Flights Incorporated
- Sponsor EIN: 930512235
- Sponsor Address: 2020 MILLIGAN WAY, MEDFORD, OR, 97504
- Plan Type: 401(k)
- Total Participants: 191
- Total Assets: $10.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 191 | $10.4M | $615,458 | $1.0M |
| 2023 | 174 | $8.4M | $742,502 | $691,155 |
| 2022 | 179 | $7.0M | $460,118 | $550,570 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $30,931 | — | $30,931 |
| D.A. DAVIDSON & CO. | Investment Advisor | $28,115 | — | $28,115 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- D.A. DAVIDSON & CO. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,046
- Estimated Expense Ratio: 0.567% 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 | $59,046 | $28,115 | — | — | — |
| 2023 | $38,355 | $16,833 | — | — | — |
| 2022 | $41,351 | $18,302 | $22,674 | — | $375 |