Plan Snapshot
- Plan Sponsor: North Range Behavioral Health
- Sponsor EIN: 840622660
- Sponsor Address: 1300 NORTH 17TH AVENUE, GREELEY, CO, 80631
- Plan Type: DC
- Total Participants: 509
- Total Assets: $20.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 509 | $20.3M | $612,928 | $1.4M |
| 2023 | 531 | $18.6M | $707,257 | $1.4M |
| 2022 | 537 | $14.9M | $707,088 | $1.4M |
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 |
|---|---|---|---|---|
| ANDERSON AND WHITNEY | Auditor | — | — | $0 |
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 | $102,331 | $32,800 | $69,531 | — | — |
| 2023 | $111,745 | $26,995 | $84,750 | — | — |
| 2022 | $93,059 | $26,255 | $66,804 | — | — |