Plan Snapshot
- Plan Sponsor: Cedar Point Health LLC
- Sponsor EIN: 840658993
- Sponsor Address: 2303 S. TOWNSEND AVE, MONTROSE, CO, 81401
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 117 | $9.3M | $321,153 | $618,698 |
| 2023 | 140 | $7.8M | $227,954 | $533,712 |
| 2022 | 114 | $6.0M | $196,663 | $459,784 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | RECORDKEEPER | $23,554 | — | $23,554 |
| UBS FINANCIAL SERVICES INC | RETAINED BY EMPLOYER | $14,303 | — | $14,303 |
| SMITH+HOWARD ADVISORY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,857
- Estimated Expense Ratio: 0.409% 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 | $41,665 | $18,111 | $23,554 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |