Plan Snapshot
- Plan Sponsor: United Community Health Center - Maria Auxiliadora, INC.
- Sponsor EIN: 942905416
- Sponsor Address: 1260 SOUTH CAMPBELL AVENUE, GREEN VALLEY, AZ, 85614
- Plan Type: DC
- Total Participants: 161
- Total Assets: $6.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 161 | $6.7M | $276,565 | $669,712 |
| 2023 | 166 | $5.1M | $221,264 | $605,096 |
| 2022 | 149 | $3.9M | $261,891 | $584,123 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $52,804 | — | $52,804 |
| CBIZ INVESTMENT ADVISORY SERVICES | INVESTMENT ADVISOR | — | $26,133 | $26,133 |
| FESTER & CHAPMAN PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FESTER & CHAPMAN PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,937
- Estimated Expense Ratio: 1.179% 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 | $52,804 | — | $52,804 | — | — |
| 2023 | $42,459 | — | $42,459 | — | — |
| 2022 | $41,859 | — | $41,859 | — | — |