Plan Snapshot
- Plan Sponsor: Mountain View Hospital LLC
- Sponsor EIN: 820516012
- Sponsor Address: 2325 CORONADO ST., IDAHO FALLS, ID, 83404
- Plan Type: 401(k)
- Total Participants: 2,200
- Total Assets: $70.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 2,200 | $70.2M | $3.9M | $6.0M |
| 2023 | 2,010 | $57.1M | $3.2M | $5.3M |
| 2022 | 1,736 | $43.0M | $2.9M | $4.6M |
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 INS CO OF AMERICA | Recordkeeper | $340,911 | — | $340,911 |
| EDWARD D JONES & CO L P | Investment Advisor | $126,107 | — | $126,107 |
| PINNACLE PENSION SERVICES | Recordkeeper | $84,021 | $31,527 | $115,548 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $582,566
- Estimated Expense Ratio: 0.829% 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 | $578,957 | $126,107 | $111,939 | — | — |
| 2023 | $527,543 | $94,888 | $92,611 | — | — |
| 2022 | $312,300 | $287,765 | $24,535 | — | — |