Plan Snapshot
- Plan Sponsor: Continuum Health Management, LLC
- Sponsor EIN: 841322689
- Sponsor Address: 1990 59TH AVENUE, SUITE E, GREELEY, CO, 80634
- Plan Type: 401(k)
- Total Participants: 279
- Total Assets: $2.6M
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 | 279 | $2.6M | $196,307 | $399,790 |
| 2023 | 317 | $1.9M | $128,459 | $392,461 |
| 2022 | 184 | $1.2M | $121,658 | $385,688 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $20,207 | — | $20,207 |
| SMITH+HOWARD ADVISORY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,207
- Estimated Expense Ratio: 0.782% 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 | $8,677 | — | $8,677 | — | — |
| 2023 | $12,361 | — | $12,361 | — | — |
| 2022 | $13,017 | — | $13,017 | — | — |