# Cedar Point Health LLC 401(k) Plan
Source: https://planprovider.pro/companies/cedar-point-health-llc-401k-plan

> Cedar Point Health LLC's 401(k) plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|—|

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