Plan Snapshot
- Plan Sponsor: Mountain Family Health Centers
- Sponsor EIN: 840742145
- Sponsor Address: PO BOX 339, GLENWOOD SPRINGS, CO, 81602
- Plan Type: 403(b)
- Total Participants: 189
- Total Assets: $6.6M
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 | 189 | $6.6M | $140,604 | $440,017 |
| 2023 | 201 | $6.2M | $192,162 | $463,268 |
| 2022 | 180 | $5.0M | $175,659 | $414,174 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $17,298 | $15,904 | $1,394 | — | — |
| 2023 | $16,327 | $10,422 | $5,905 | — | — |
| 2022 | $13,671 | $12,036 | $1,635 | — | — |