Plan Snapshot
- Plan Sponsor: Southwest Health System INC.
- Sponsor EIN: 841337350
- Sponsor Address: 1311 N MILDRED RD, CORTEZ, CO, 81321
- Plan Type: 403(b)
- Total Participants: 463
- Total Assets: $24.3M
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 | 463 | $24.3M | $462,274 | $1.4M |
| 2023 | 437 | $21.7M | $486,436 | $1.5M |
| 2022 | 486 | $18.6M | $480,265 | $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 |
|---|---|---|---|---|
| BLUE & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO., LLC — 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 | $23,061 | $21,057 | $2,004 | — | — |
| 2023 | $19,641 | $17,666 | $1,975 | — | — |
| 2022 | $20,427 | $17,906 | $2,521 | — | — |