# Mountain Community Health Partnership Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/mountain-community-health-partnership-incorporated-plan

> Mountain Community Health Partnership Incorporated's 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mountain Community Health Partnership Incorporated

- **Sponsor EIN:** 561084427

- **Sponsor Address:** 86 N. MITCHELL AVE., BAKERSVILLE, NC, 287056502

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

- **Total Participants:** 133

- **Total Assets:** $5.5M

## 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|133|$5.5M|$376,439|$457,362|

| 2023|122|$3.8M|$341,780|$421,315|

| 2022|130|$2.7M|$282,110|$359,868|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$26,490|—|$26,490|

| EDWARD JONES|INVESTMENT ADVISORY|—|$19,825|$19,825|

| TERRY L HORNE, CPA|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $46,315

- **Estimated Expense Ratio:** 0.845% 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|$26,491|—|$26,491|—|—|

| 2023|$10,191|—|$10,191|—|—|

| 2022|—|—|—|—|—|

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