Plan Snapshot
- Plan Sponsor: Peak Vista Community Health Centers
- Sponsor EIN: 840617567
- Sponsor Address: 3205 N ACADEMY BLVD #130, COLORADO SPRINGS, CO, 80917
- Plan Type: 403(b)
- Total Participants: 747
- Total Assets: $40.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 747 | $40.9M | $1.8M | $4.0M |
| 2023 | 788 | $41.7M | $1.7M | $3.9M |
| 2022 | 776 | $35.9M | $1.6M | $3.5M |
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 |
|---|---|---|---|---|
| STOCKMAN KAST RYAN AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STOCKMAN KAST RYAN AND COMPANY — 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 | $168,501 | $53,769 | — | — | — |
| 2023 | $159,306 | $57,829 | — | — | — |
| 2022 | $154,114 | $56,880 | $97,234 | — | — |