Plan Snapshot
- Plan Sponsor: Sangre De Cristo Hospice & Palliative Care
- Sponsor EIN: 742336442
- Sponsor Address: 1920 VALLEY DR, PUEBLO, CO, 810081764
- Plan Type: 403(b)
- Total Participants: 147
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 147 | $4.0M | $178,311 | $390,841 |
| 2023 | 158 | $3.8M | $195,018 | $419,808 |
| 2022 | 213 | $3.5M | $240,680 | $474,749 |
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 & CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STOCKMAN KAST RYAN & CO 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 | $37,647 | — | $37,647 | — | — |
| 2023 | $43,076 | — | $43,076 | — | — |
| 2022 | $39,606 | — | $39,606 | — | — |