Plan Snapshot
- Plan Sponsor: Tmc Healthcare
- Sponsor EIN: 202218975
- Sponsor Address: 5301 EAST GRANT ROAD, TUCSON, AZ, 85712
- Plan Type: 401(k)
- Total Participants: 5,659
- Total Assets: $379.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 5,659 | $379.4M | $8.7M | $26.9M |
| 2023 | 5,119 | $331.6M | $7.1M | $22.1M |
| 2022 | 5,004 | $276.3M | $6.7M | $20.9M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $416,082 | — | $416,082 |
| CAPFINANCIAL PARTNERS LLC | NONE | $82,964 | — | $82,964 |
| LUDWIG KLEWER & CO | NONE | $31,990 | — | $31,990 |
| LUDWIG KLEWER & RUDNER PLLC | Auditor | $31,990 | — | $31,990 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUDWIG KLEWER & RUDNER PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $563,026
- Estimated Expense Ratio: 0.148% 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 | $531,036 | $82,964 | — | $31,990 | — |
| 2023 | $460,710 | $49,994 | — | — | — |
| 2022 | $463,981 | — | — | — | $80,250 |