Plan Snapshot
- Plan Sponsor: Trinidad Area Health Association
- Sponsor EIN: 840586742
- Sponsor Address: 410 BENEDICTA AVE, TRINIDAD, CO, 81082
- Plan Type: 403(b)
- Total Participants: 223
- Total Assets: $9.2M
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 | 223 | $9.2M | $0 | $717,417 |
| 2023 | 229 | $7.9M | $0 | $774,617 |
| 2022 | 240 | $6.5M | $0 | $830,591 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $2,028 | $29,956 | $31,984 |
| RT JONES CAPITAL EQUITIES MGMT INC | NONE | $10,963 | — | $10,963 |
| 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: $42,947
- Estimated Expense Ratio: 0.468% 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 | $12,241 | $10,963 | $1,278 | — | — |
| 2023 | $11,253 | $10,542 | $711 | — | — |
| 2022 | $10,668 | $10,042 | $626 | — | — |