Plan Snapshot
- Plan Sponsor: Mercy Housing, INC.
- Sponsor EIN: 470646706
- Sponsor Address: 1600 BROADWAY, SUITE 2000, DENVER, CO, 80202
- Plan Type: 403(b)
- Total Participants: 1,695
- Total Assets: $96.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,695 | $96.4M | $4.1M | $6.8M |
| 2023 | 1,668 | $85.5M | $3.7M | $6.0M |
| 2022 | 1,602 | $68.2M | $3.4M | $5.4M |
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 |
|---|---|---|---|---|
| COHN REZNICK LLP | Auditor | $16,800 | — | $16,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COHN REZNICK LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,800
- Estimated Expense Ratio: 0.017% 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 | $279,188 | $33,645 | — | $16,800 | — |
| 2023 | $262,519 | $39,823 | — | — | — |
| 2022 | $226,058 | $37,552 | — | — | — |