Plan Snapshot
- Plan Sponsor: The Community Health Center Of Lubbock, INC.
- Sponsor EIN: 752424925
- Sponsor Address: 1610 5TH STREET, LUBBOCK, TX, 794012622
- Plan Type: 403(b)
- Total Participants: 128
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 128 | $6.9M | $245,072 | $262,713 |
| 2023 | 132 | $6.0M | $222,697 | $252,770 |
| 2022 | 131 | $5.6M | $228,528 | $257,224 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $28,271 | — | $28,271 |
| NFP RETIREMENT, INC. | Investment Advisor | $18,501 | — | $18,501 |
| ECONOMIC GROUP PENSION SERVICES, IN | Recordkeeper | $6,900 | $3,083 | $9,983 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,755
- Estimated Expense Ratio: 0.823% 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 | $37,121 | — | $37,121 | — | — |
| 2023 | $23,868 | — | $23,868 | — | — |
| 2022 | $27,821 | — | $27,821 | — | — |