# Trinidad Area Health Association 403(b) Plan
Source: https://planprovider.pro/companies/trinidad-area-health-association-403b-plan

> Trinidad Area Health Association's 403(b) plan: 223 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/stockman-kast-ryan-and-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|—|—|

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