Plan Snapshot
- Plan Sponsor: Clinica Family Health
- Sponsor EIN: 840743432
- Sponsor Address: 1735 S. PUBLIC ROAD, LAFAYETTE, CO, 80026
- Plan Type: 403(b)
- Total Participants: 525
- Total Assets: $33.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 525 | $33.8M | $290,507 | $2.0M |
| 2023 | 613 | $32.0M | $717,634 | $2.3M |
| 2022 | 650 | $27.5M | $632,920 | $2.2M |
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 |
|---|---|---|---|---|
| BDO USA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, PC — 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 | $161,050 | — | $161,050 | — | — |
| 2023 | $150,042 | — | $150,042 | — | — |
| 2022 | $157,153 | — | $157,153 | — | — |