Plan Snapshot
- Plan Sponsor: Pueblo Community Health Center, INC.
- Sponsor EIN: 840921521
- Sponsor Address: 110 EAST ROUTT AVENUE, PUEBLO, CO, 81004
- Plan Type: 403(b)
- Total Participants: 309
- Total Assets: $27.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 309 | $27.7M | $957,456 | $1.3M |
| 2023 | 297 | $25.2M | $891,451 | $1.1M |
| 2022 | 284 | $21.6M | $857,528 | $1.1M |
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 |
|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE AND ANNUITY | RECORDKEEPER | $40,638 | — | $40,638 |
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA-TEACHERS INSURANCE AND ANNUITY — RECORDKEEPER
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,638
- Estimated Expense Ratio: 0.147% 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 | $39,363 | — | $39,363 | — | — |
| 2023 | $34,320 | — | $34,320 | — | — |
| 2022 | $35,091 | — | $35,091 | — | — |