Plan Snapshot
- Plan Sponsor: Mohave Mental Health Clinic INC
- Sponsor EIN: 860214457
- Sponsor Address: 3707 N STOCKTON HILL ROAD, KINGMAN, AZ, 86409
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 296
- Total Assets: $17.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 296 | $17.8M | $0 | $0 |
| 2024 | 236 | $15.5M | $795,724 | $810,416 |
| 2023 | 226 | $14.4M | $772,832 | $884,503 |
| 2022 | 238 | $12.0M | $783,092 | $855,751 |
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 |
|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | Recordkeeper | $8,396 | — | $8,396 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,396
- Estimated Expense Ratio: 0.047% 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 |
|---|---|---|---|---|---|
| 2025 | $1,795,155 | — | — | — | — |
| 2024 | $7,724 | — | $125 | — | — |
| 2023 | $9,134 | — | $250 | — | — |
| 2022 | $7,898 | — | — | — | — |