Plan Snapshot
- Plan Sponsor: Hilltop Health Services Corp.
- Sponsor EIN: 742321009
- Sponsor Address: 1331 HERMOSA AVE, GRAND JUNCTION, CO, 815064099
- Plan Type: 401(k)
- Total Participants: 477
- Total Assets: $17.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 477 | $17.3M | $536,278 | $1.1M |
| 2023 | 442 | $17.6M | $480,192 | $965,694 |
| 2022 | 468 | $16.1M | $439,251 | $881,100 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $76,819 | $50 | $76,869 |
| LPL FINANCIAL CORPORATION | SERVICE PROVIDER | — | $26,891 | $26,891 |
| KUNDINGER, CORDER & MONTOYA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KUNDINGER, CORDER & MONTOYA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,760
- Estimated Expense Ratio: 0.599% 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 | $76,819 | — | $75,419 | — | — |
| 2023 | $70,688 | — | $69,688 | — | — |
| 2022 | $78,319 | — | — | — | — |