Plan Snapshot
- Plan Sponsor: Yuma Regional Medical Center
- Sponsor EIN: 866007596
- Sponsor Address: 2400 SOUTH AVENUE A, YUMA, AZ, 85364
- Plan Type: 401(k)
- Total Participants: 3,237
- Total Assets: $180.5M
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 | 3,237 | $180.5M | $8.3M | $15.1M |
| 2023 | 2,986 | $154.2M | $7.3M | $13.3M |
| 2022 | 2,722 | $121.9M | $6.5M | $12.1M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $200,403 | — | $200,403 | — | — |
| 2023 | $186,309 | — | $186,309 | — | — |
| 2022 | $173,826 | — | $173,826 | — | — |