Plan Ledger DOL Form 5500 · updated monthly

Trinidad Area Health Association403(b)

MT. SAN RAFAEL HOSPITAL RETIREMENT PLAN · TRINIDAD, CO · plan year 2024

Reported admin expense ratio · 2024
0.14%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Trinidad Area Health Association reported $12,241 in plan administrative expenses for 2024: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.16% to 0.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Colorado (832nd of 1,461), and 5,990th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$9,175,922
Participants with balances146
Active participants223
Employer contributions$0
Employee contributions$717,417
Employer contribution per active participant$0
Average account balance$62,849
Benefits paid to participants$430,438
Plan auditUnmodified (clean) audit opinion
AuditorSTOCKMAN KAST RYAN & CO. LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 146 accts
2023$7.9M · 161 accts
2022$6.5M · 154 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,278
Investment management$10,963
Total administrative$12,241
Employer contributions to the Trinidad Area Health Association plan · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Trinidad Area Health Association's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$2,028
RT JONES CAPITAL EQUITIES MGMT INC · Investment advisory (participants) · Investment advisory (plan)$10,963

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$12,241 · 0.14%
2023$11,253 · 0.16%
2022$10,668 · 0.16%
All plans at this employer2
MT. SAN RAFAEL HOSPITAL MATCHING RETIREMENT PLANProfit-sharing plan
MT. SAN RAFAEL HOSPITAL RETIREMENT PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Cedar Point Health LLC CO$9.4M · 0.48%
Denver Rescue Mission CO$8.7M · 0.43%
Matrix Providers Inc. CO$8.7M · 1.11%
Intervention Inc. CO$8.4M · 0.39%
Urology Associates, P.C. CO$8.3M · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840586742 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.