Plan Snapshot
- Plan Sponsor: Summit Healthcare Regional Medical Center
- Sponsor EIN: 860320447
- Sponsor Address: 2200 SHOW LOW LAKE ROAD, SHOW LOW, AZ, 85901
- Plan Type: 403(b)
- Total Participants: 1,244
- Total Assets: $56.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,244 | $56.3M | $802,216 | $3.4M |
| 2023 | 1,276 | $51.3M | $793,803 | $3.3M |
| 2022 | 1,183 | $48.1M | $853,475 | $3.4M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $119,461 | $53,899 | $65,562 | — | — |
| 2023 | $113,305 | $37,928 | $75,377 | — | — |
| 2022 | $123,913 | $79,794 | $44,119 | — | — |