# Summit Healthcare Regional Medical Center 403(b) Plan
Source: https://planprovider.pro/companies/summit-health-care-regional-medical-center-403b-plan

> Summit Healthcare Regional Medical Center's 403(b) plan: 1,244 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| NEWPORT GROUP, INC.|NONE|$64,266|—|$64,266|

| COMMONWEALTH FINANCIAL NETWORK|NONE|$41,252|—|$41,252|

| GLOBAL RETIREMENT PARTNERS|NONE|$12,647|—|$12,647|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [COMMONWEALTH FINANCIAL NETWORK](https://planprovider.pro/provider/commonwealth-financial-network) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $118,165

- **Estimated Expense Ratio:** 0.210% 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|$119,461|$53,899|$65,562|—|—|

| 2023|$113,305|$37,928|$75,377|—|—|

| 2022|$123,913|$79,794|$44,119|—|—|

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

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