Plan Snapshot
- Plan Sponsor: Midtown Community Health Center, INC.
- Sponsor EIN: 870540039
- Sponsor Address: 2240 ADAMS AVENUE, OGDEN, UT, 84401
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 184
- Total Assets: $14.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 184 | $14.2M | $556,353 | $571,089 |
| 2023 | 178 | $11.8M | $511,307 | $528,771 |
| 2022 | 172 | $12.1M | $473,049 | $486,507 |
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 |
|---|---|---|---|---|
| SQUIRE & CO. | Auditor | — | — | $0 |
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 | $18,934 | — | $18,934 | — | — |
| 2023 | $7,724 | — | $7,724 | — | — |
| 2022 | $10,703 | $10,703 | — | — | — |