Plan Snapshot
- Plan Sponsor: Mt Graham Regional Medical Center INC.
- Sponsor EIN: 237094247
- Sponsor Address: 1600 S 20TH AVE, SAFFORD, AZ, 855464011
- Plan Type: 403(b)
- Total Participants: 593
- Total Assets: $28.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 593 | $28.1M | $1.2M | $2.1M |
| 2023 | 583 | $23.3M | $1.1M | $1.8M |
| 2022 | 513 | $18.4M | $896,236 | $1.6M |
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 |
|---|---|---|---|---|
| LUDWIG KLEWER & RUDNER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUDWIG KLEWER & RUDNER PLLC — Auditor
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 | $81,736 | — | $81,736 | — | — |
| 2023 | $63,556 | — | $63,556 | — | — |
| 2022 | $59,703 | — | $59,703 | — | — |