Plan Snapshot
- Plan Sponsor: Summitstone Health Partners
- Sponsor EIN: 841512383
- Sponsor Address: 4856 INNOVATION DR STE B, FORT COLLINS, CO, 805255540
- Plan Type: 403(b)
- Total Participants: 599
- Total Assets: $18.0M
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 | 599 | $18.0M | $1.1M | $2.3M |
| 2023 | 665 | $16.7M | $1.0M | $2.0M |
| 2022 | 470 | $12.9M | $749,853 | $1.5M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $40,638 | — | $40,638 |
| TRIAD ADVISORS INC | Investment Advisor | — | $30,979 | $30,979 |
| ALERA INVESTMENT ADVISORS, LLC | Investment Advisor | — | $12,192 | $12,192 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRIAD ADVISORS INC — Investment Advisor
- ALERA INVESTMENT ADVISORS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,809
- Estimated Expense Ratio: 0.465% 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 | $40,639 | — | $40,639 | — | — |
| 2023 | $29,489 | — | $29,489 | — | — |
| 2022 | $24,001 | — | $24,001 | — | — |