Plan Snapshot
- Plan Sponsor: Mountainlands Community Health Center
- Sponsor EIN: 870515716
- Sponsor Address: 589 SOUTH STATE STREET, PROVO, UT, 84606
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $15.1M
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 | 197 | $15.1M | $996,456 | $736,930 |
| 2023 | 184 | $12.6M | $866,118 | $641,749 |
| 2022 | 168 | $9.6M | $751,766 | $499,005 |
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 |
|---|---|---|---|---|
| PCS RETIREMENT | Recordkeeper | $57,213 | — | $57,213 |
| SOLTIS INVESTMENT ADVISORS, LLC | Investment Advisor | — | $14,861 | $14,861 |
| SOLTIS INVESTMENT ADVISORS | Investment Advisor | $14,027 | — | $14,027 |
| SQUIRE & COMPANY | Auditor | $9,000 | — | $9,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PCS RETIREMENT — Recordkeeper
- SOLTIS INVESTMENT ADVISORS, LLC — Investment Advisor
- SOLTIS INVESTMENT ADVISORS — Investment Advisor
- SQUIRE & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,101
- Estimated Expense Ratio: 0.632% 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 | $82,740 | $14,027 | $59,263 | — | — |
| 2023 | $89,741 | — | $89,741 | — | — |
| 2022 | $89,718 | $58,831 | $20,387 | — | $10,500 |