# Mt Graham Regional Medical Center INC. 403(b) Plan
Source: https://planprovider.pro/companies/mt-graham-regional-medical-center-inc-403b-plan

> Mt Graham Regional Medical Center INC.'s 403(b) plan: 593 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$81,736|—|$81,736|

| CETERA ADVISOR NETWORKS LLC|OTHER SERVICES|—|$57,665|$57,665|

| 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](https://planprovider.pro/provider/ludwig-klewer-and-rudner-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $139,401

- **Estimated Expense Ratio:** 0.495% 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|$81,736|—|$81,736|—|—|

| 2023|$63,556|—|$63,556|—|—|

| 2022|$59,703|—|$59,703|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mt-graham-regional-medical-center-inc-403b-plan)

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