Plan Snapshot
- Plan Sponsor: Carepoint Health, LLC
- Sponsor EIN: 831024601
- Sponsor Address: 5600 S QUEBEC ST #312A, GREENWOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Total Participants: 832
- Total Assets: $372.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 832 | $372.1M | $11.9M | $10.5M |
| 2023 | 806 | $307.8M | $11.1M | $10.0M |
| 2022 | 770 | $249.1M | $10.1M | $9.1M |
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 |
|---|---|---|---|---|
| PHYSICIAN WEALTH ADVISORS INC | Other Service Provider | $120,186 | — | $120,186 |
| NWPS | Recordkeeper | $89,354 | — | $89,354 |
| CERDRUS LLC | Other Service Provider | $63,061 | — | $63,061 |
| CHERRY CREEK INVESTMENT ADV | Other Service Provider | $26,859 | — | $26,859 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | $22,627 | — | $22,627 |
| MORNINGSTAR INVESTMENT SERVICE | Other Service Provider | $22,254 | — | $22,254 |
| WEALTH ENHANCEMNET ADVISORY SE | Other Service Provider | $21,982 | — | $21,982 |
| PRESTIGE WEALTHWIDE LLC | Other Service Provider | $15,545 | — | $15,545 |
| WEALTHSOURCE PARTNERS LLC | Other Service Provider | $12,918 | — | $12,918 |
| ONEDIGITAL INVESTMENT ADVISORS | Recordkeeper | $12,495 | — | $12,495 |
| PJ ROLAND | Other Service Provider | $7,548 | — | $7,548 |
| CHARLES SCHWAB & CO, INC. | Recordkeeper | $6,737 | — | $6,737 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NWPS — Recordkeeper
- CHARLES SCHWAB TRUST BANK — Recordkeeper
- ONEDIGITAL INVESTMENT ADVISORS — Recordkeeper
- CHARLES SCHWAB & CO, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $421,566
- Estimated Expense Ratio: 0.113% 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 | $430,916 | $318,935 | — | — | — |
| 2023 | $351,713 | $253,383 | — | — | — |
| 2022 | $301,276 | $216,097 | $80,774 | — | — |