# Migrant Health Center Western Region INC 401(k) Plan
Source: https://planprovider.pro/companies/migrant-health-center-western-region-inc-401k-plan

> Migrant Health Center Western Region INC's 401(k) plan: 617 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Migrant Health Center Western Region INC

- **Sponsor EIN:** 660427801

- **Sponsor Address:** PO BOX 190, MAYAGUEZ, PR, 00681

- **Plan Type:** 401(k)

- **Total Participants:** 617

- **Total Assets:** $14.1M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|617|$14.1M|$701,632|$806,597|

| 2023|554|$12.0M|$597,241|$666,097|

| 2022|556|$10.0M|$505,983|$573,317|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$85,983|—|$85,983|

| OSAIC FS INC|BROKER ADVISOR|—|$47,730|$47,730|

| LEAFHOUSE FINANCIAL ADVISOR LLC|INV ADVISOR|$6,432|—|$6,432|

| PKF PR LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $140,145

- **Estimated Expense Ratio:** 0.993% 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|$82,957|—|—|—|—|

| 2023|$69,734|—|$69,734|—|—|

| 2022|$70,184|—|—|—|—|

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