Plan Ledger DOL Form 5500 · updated monthly

Intermountain Centers for Human Development401(k)

INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN · TUCSON, AZ · plan year 2024

Reported admin expense ratio · 2024
0.99%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Intermountain Centers for Human Development reported $164,625 in plan administrative expenses for 2024: 0.99% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,361 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.62% to 0.99%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 391st-largest of 1,285 plans among Arizona employers on file, and the 3,946th of 11,911 in health care & social assistance. In 2024, employees put in $2.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,177,946
Participants with balances1,177
Active participants843
Employer contributions$1,147,436
Employee contributions$2,456,632
Employer contribution per active participant$1,361
Average account balance$15,444
Benefits paid to participants$2,598,027
Plan auditUnmodified (clean) audit opinion
AuditorLUDWIG KLEWER & RUDNER PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$18.2M · 1,177 accts · $1.1M emplr
2023$15.0M · 1,037 accts · $1.1M emplr
2022$12.5M · 1,045 accts · $933K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$115,523
Investment management$49,102
Total administrative$164,625
The Intermountain Centers for Human Development 401(k) match · 2024
Employer contribution per active participant$1,361
Median for plans this size$2,416
2024$1,361 per active participant
2023$1,321 per active participant
2022$1,102 per active participant

Intermountain Centers for Human Development's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$115,523
WELLSPRING FINANCIAL PARTNERS · Investment advisory (plan)$49,102

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$164,625 · 0.99%
2023$73,731 · 0.54%
2022$84,819 · 0.62%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Team Select Holding, LLC AZ$18.9M · 0.56%
Adelante Healthcare, Inc. AZ$18.7M · 0.04%
Winslow Memorial Hospital AZ$18.3M · 0.26%
Spooner, Inc. AZ$17.7M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850254535 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.