Plan Snapshot
- Plan Sponsor: Spanish Peaks Healthcare Systems, INC
- Sponsor EIN: 841157827
- Sponsor Address: 41 MONTEBELLO ROAD, PUEBLO, CO, 81001
- Plan Type: 403(b)
- Total Participants: 478
- Total Assets: $21.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 478 | $21.8M | $1.0M | $1.4M |
| 2023 | 455 | $18.3M | $907,642 | $1.3M |
| 2022 | 415 | $14.9M | $957,147 | $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 |
|---|---|---|---|---|
| RFARMER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RFARMER, 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 | $84,756 | $39,163 | $45,593 | — | — |
| 2023 | $71,740 | $32,180 | $39,560 | — | — |
| 2022 | $74,033 | $31,581 | $42,452 | — | — |