Plan Snapshot
- Plan Sponsor: Lower Valley Hospital Association
- Sponsor EIN: 840447998
- Sponsor Address: PO BOX 130, FRUITA, CO, 81521
- Plan Type: 403(b)
- Total Participants: 635
- Total Assets: $30.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 635 | $30.2M | $1.2M | $2.3M |
| 2023 | 617 | $25.6M | $1.1M | $2.2M |
| 2022 | 614 | $19.7M | $997,801 | $1.9M |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — 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 | $16,285 | $12,684 | $3,601 | — | — |
| 2023 | $13,462 | $10,139 | $3,323 | — | — |
| 2022 | $11,929 | $9,495 | $2,434 | — | — |