Plan Snapshot
- Plan Sponsor: Paladina Health LLC
- Sponsor EIN: 453449075
- Sponsor Address: 1400 WEWATTA ST STE 350, DENVER, CO, 80202
- Plan Type: 401(k)
- Total Participants: 1,452
- Total Assets: $68.0M
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 | 1,452 | $68.0M | $2.2M | $9.2M |
| 2023 | 1,526 | $57.2M | $2.0M | $8.8M |
| 2022 | 1,488 | $45.1M | $1.9M | $8.0M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | Investment Advisor | $152,253 | — | $152,253 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $102,056 | — | $102,056 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $40,606 | — | $40,606 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $294,915
- Estimated Expense Ratio: 0.434% 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 | $294,915 | $192,859 | — | — | — |
| 2023 | $221,793 | $141,721 | — | — | — |
| 2022 | $199,300 | — | $199,300 | — | — |