# Continuum Health Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/continuum-health-management-llc-401k-plan

> Continuum Health Management, LLC's 401(k) plan: 279 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|—|—|

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