Plan Snapshot
- Plan Sponsor: The Colorado Health Foundation
- Sponsor EIN: 742568941
- Sponsor Address: 1780 PENNSYLVANIA ST, DENVER, CO, 80203
- Plan Type: 401(k)
- Total Participants: 69
- Total Assets: $28.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 69 | $28.6M | $1.2M | $753,109 |
| 2023 | 72 | $25.8M | $1.0M | $724,739 |
| 2022 | 58 | $20.8M | $820,544 | $736,275 |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
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 | $9,974 | — | — | — | — |
| 2023 | $15,682 | — | — | — | — |
| 2022 | $7,418 | — | $7,018 | — | — |