Community Hospital 403(b) Plan
Sponsored by Colorado West Healthcare System Dba Community Hospital · EIN 840469270 · Plan #004
- Total assets
- $70.2M
- Net assets
- $70.2M
- Active participants
- 1,425
- With balances
- 1,582
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Eagle Strategies Llc CRD 110826 | deterministic · 100% | 2024 |
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $207,203 |
| Eagle Strategies, Llc | Investment advisory (plan), Other fees | $0 |
| Osaic Wealth Inc | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |