Plan Snapshot
- Plan Sponsor: Mountain Park Health Center
- Sponsor EIN: 860498020
- Sponsor Address: 3003 N CENTRAL AVE, PHOENIX, AZ, 85012
- Plan Type: 403(b)
- Total Participants: 1,404
- Total Assets: $46.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,404 | $46.9M | $1.2M | $4.4M |
| 2023 | 1,327 | $40.7M | $707,210 | $3.3M |
| 2022 | 670 | $32.7M | $671,854 | $2.8M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $57,347 | — | — | — | — |
| 2023 | $45,932 | $1,567 | — | — | — |
| 2022 | $40,075 | — | $4,600 | — | — |