# Yuma Regional Medical Center 401(k) Plan
Source: https://planprovider.pro/companies/yuma-regional-medical-center-401k-plan

> Yuma Regional Medical Center's 401(k) plan: 3,237 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$225,303|—|$225,303|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $225,303

- **Estimated Expense Ratio:** 0.125% 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|$200,403|—|$200,403|—|—|

| 2023|$186,309|—|$186,309|—|—|

| 2022|$173,826|—|$173,826|—|—|

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