Plan Snapshot
- Plan Sponsor: Rocky Mountain Health Care Services
- Sponsor EIN: 840765729
- Sponsor Address: 8595 EXPLORER DRIVE, COLORADO SPRINGS, CO, 80920
- Plan Type: 403(b)
- Total Participants: 439
- Total Assets: $18.1M
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 | 439 | $18.1M | $1.4M | $2.1M |
| 2023 | 446 | $13.6M | $1.3M | $1.8M |
| 2022 | 407 | $9.2M | $1.1M | $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 |
|---|---|---|---|---|
| FORVIS, MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS, MAZARS, 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 | $126,339 | $62,017 | $64,322 | — | — |
| 2023 | $95,340 | $42,322 | $53,018 | — | — |
| 2022 | $86,221 | $34,314 | $51,907 | — | — |