Plan Snapshot
- Plan Sponsor: Three Crosses Regional Hospital, LLC
- Sponsor EIN: 852388743
- Sponsor Address: 2560 SAMARITAN DRIVE, LAS CRUCES, NM, 88001
- Plan Type: 401(k)
- Total Participants: 437
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 437 | $4.6M | $0 | $1.6M |
| 2023 | 407 | $3.0M | $0 | $1.2M |
| 2022 | 325 | $1.5M | $109,982 | $909,696 |
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 |
|---|---|---|---|---|
| USI SECURITIES, INC. | Investment Advisor | — | $47,295 | $47,295 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $32,664 | — | $32,664 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,959
- Estimated Expense Ratio: 1.730% 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 | $38,020 | $363 | — | — | — |
| 2023 | $5,272 | — | $5,272 | — | — |
| 2022 | $5,313 | — | $5,313 | — | — |