Plan Snapshot
- Plan Sponsor: Changepoint Integrated Health
- Sponsor EIN: 860215065
- Sponsor Address: 1801 W DEUCE OF CLUB, SHOW LOW, AZ, 85901
- Plan Type: 401(k)
- Total Participants: 196
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 196 | $6.0M | $168,867 | $371,276 |
| 2023 | 194 | $5.3M | $231,223 | $321,382 |
| 2022 | 170 | $4.6M | $180,395 | $327,673 |
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 |
|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | BUNDLED RECORDKEEPER | $6,975 | — | $6,975 |
| KIMBERLIN COMPANY PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS LIFE INSURANCE CORP — BUNDLED RECORDKEEPER
- KIMBERLIN COMPANY PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,975
- Estimated Expense Ratio: 0.116% 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 | $6,974 | — | $2,500 | — | — |
| 2023 | $5,636 | — | $2,250 | — | — |
| 2022 | $5,313 | — | $3,313 | — | — |