Plan Snapshot
- Plan Sponsor: Clearsky Health Acquisition, LLC
- Sponsor EIN: 833923590
- Sponsor Address: 5600 WYOMING BLVD NORTHEAST, ALBUQUERQUE, NM, 87109
- Plan Type: 401(k)
- Total Participants: 1,505
- Total Assets: $13.6M
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 | 1,505 | $13.6M | $952,221 | $4.1M |
| 2023 | 1,155 | $7.3M | $418,999 | $2.7M |
| 2022 | 528 | $3.9M | $245,050 | $1.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $114,411 | $4,388 | — | — | — |
| 2023 | $75,579 | $1,453 | — | — | — |
| 2022 | $69,205 | $606 | — | — | — |