# Changepoint Integrated Health 401(k) Plan
Source: https://planprovider.pro/companies/changepoint-integrated-health-401k-plan

> Changepoint Integrated Health's 401(k) plan: 196 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ameritas-retirement-plans) — BUNDLED RECORDKEEPER

- [KIMBERLIN COMPANY PLLC](https://planprovider.pro/provider/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|—|—|

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