Plan Snapshot
- Plan Sponsor: Native American Community Health
- Sponsor EIN: 942540194
- Sponsor Address: 4041 N CENTRAL AVE BLDG C, PHOENIX, AZ, 850123313
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 174 | $8.8M | $262,470 | $382,107 |
| 2023 | 147 | $8.0M | $231,833 | $338,943 |
| 2022 | 164 | $6.8M | $243,376 | $392,243 |
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 |
|---|---|---|---|---|
| FESTER & CHAPMAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FESTER & CHAPMAN, 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 | $1,517 | — | — | — | — |
| 2023 | $748 | — | — | — | — |
| 2022 | $781 | — | — | — | — |