Plan Snapshot
- Plan Sponsor: Sunset Community Health Center, INC
- Sponsor EIN: 860893305
- Sponsor Address: 2060 W. 24TH STREET, YUMA, AZ, 853646123
- Plan Type: 403(b)
- Total Participants: 323
- Total Assets: $20.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 323 | $20.5M | $568,171 | $1.1M |
| 2023 | 307 | $17.5M | $521,447 | $1.1M |
| 2022 | 294 | $14.0M | $466,371 | $925,772 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $13,217 | — | $13,217 |
| FESTER & CHAPMAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- FESTER & CHAPMAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,217
- Estimated Expense Ratio: 0.064% 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 | $13,216 | — | $13,216 | — | — |
| 2023 | $12,247 | — | $12,247 | — | — |
| 2022 | $11,727 | — | $11,727 | — | — |