Plan Snapshot
- Plan Sponsor: Sunshine Community Health Center Incorporated
- Sponsor EIN: 920117838
- Sponsor Address: HC 89 BOX 8190, TALKEETNA, AK, 996769701
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 93
- Total Assets: $4.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 93 | $4.7M | $209,591 | $397,874 |
| 2023 | 77 | $4.4M | $185,539 | $344,240 |
| 2022 | 82 | $3.7M | $211,763 | $363,403 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
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 | $924 | — | — | — | — |
| 2023 | $1,224 | — | — | — | — |
| 2022 | $250 | — | — | — | $250 |