Sunshine Community Health Center retirement plan: assets, participants and fees
What Sunshine Community Health Center's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Sunshine Community Health Center: employer contribution per participant | $1,327 | |
| Peer median | $1,468 |
| Sunshine Community Health Center: average balance | $29,663 | |
| Peer median | $37,786 |
| Sunshine Community Health Center: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3M at the end of plan year 2021 to $4.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 168 | $4.7M | $210K | $1,327 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 151 | $4.4M | $186K | $1,344 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 159 | $3.7M | $212K | $1,412 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 139 | $3M | $205K | $1,474 | 0.66% | Not published | 5500-SF ↗ |
Common questions
Does Sunshine Community Health Center match 401(k) contributions?
The match terms for the Employee Benefit Plan of Sunshine Community Health Center Incorporated have not been published from its filing yet. The plan year 2024 filing reports $210K in employer contributions, about $1,327 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sunshine Community Health Center 401(k) match vested?
The vesting schedule for the Employee Benefit Plan of Sunshine Community Health Center Incorporated is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sunshine Community Health Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Sunshine Community Health Center Incorporated.
I left Sunshine Community Health Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sunshine Community Health Center Incorporated, (907) 733-2273) or the recordkeeper, Mutual of America Investment Corp. The Sunshine Community Health Center old 401(k) page lists the contacts from every plan filing. Find an old Sunshine Community Health Center 401(k)
Data from the public Form 5500 annual reports Sunshine Community Health Center filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sunshine Community Health Center. Not financial advice. Report a correction · Methodology