Plan Snapshot
- Plan Sponsor: Red Mountain Med Holdings, LLC
- Sponsor EIN: 473553972
- Sponsor Address: 14000 N. HAYDEN RD. SUITE 180, SCOTTSDALE, AZ, 85260
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $9.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 187 | $9.2M | $352,356 | $964,932 |
| 2023 | 192 | $7.1M | $368,160 | $903,570 |
| 2022 | 177 | $5.1M | $307,343 | $727,043 |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — 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 | $7,315 | — | — | — | — |
| 2023 | $6,116 | — | — | — | — |
| 2022 | $4,064 | — | — | — | — |