Plan Snapshot
- Plan Sponsor: Colorado West Healthcare System Dba Community Hospital
- Sponsor EIN: 840469270
- Sponsor Address: 2351 G RD, GRAND JUNCTION, CO, 815059641
- Plan Type: 403(b)
- Total Participants: 1,425
- Total Assets: $70.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,425 | $70.2M | $3.1M | $6.5M |
| 2023 | 1,323 | $57.9M | $2.5M | $5.8M |
| 2022 | 1,258 | $45.1M | $2.3M | $5.0M |
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 |
|---|---|---|---|---|
| STOCKMAN KAST RYAN & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STOCKMAN KAST RYAN & COMPANY, LLC — 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 | $207,203 | — | $207,203 | — | — |
| 2023 | $156,877 | — | $156,877 | — | — |
| 2022 | $137,821 | — | $137,821 | — | — |