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Original filing (PDF)20250921134436NAL0005468851001
INREACH HEALTHCARE, LLC
Form 5500
FILING_RECEIVED
INREACH 401(K) PLAN
401(k) retirement plan
Signals · 1
~114 bps in Sched C fees
Active participants
208
Accounts w/ balance
188
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
31 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 114 bps in Schedule C fees — 120% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INREACH HEALTHCARE, LLC.
Plan sponsor
Name
INREACH HEALTHCARE, LLC
EIN
81-4385857
Address
100 TECHNOLOGY DRIVE · BUILDING C, STE #300 · BROOMFIELD, CO · 80021
Phone
(720) 646-1764
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP RETIREMENT SERVICES | 57-1198022 | — | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | — | RIA | $67K | — |
Investments
31 pooled funds· $7.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MYWAYRETIREMENT INDEX 2055 R RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 386 | Common Collective Trust | — | — | $1.1M | 14.5% | |
| BLACKROCK EQ INDEX 1 RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 001 | Common Collective Trust | — | — | $1.1M | 14.3% | |
| MYWAYRETIREMENT INDEX 2060 R RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 381 | Common Collective Trust | — | — | $1.0M | 13.4% | |
| MYWAYRETIREMENT LARGE CAP GR R RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 647 | Common Collective Trust | — | — | $531K | 6.9% | |
| MYWAYRETIREMENT INDEX 2045 R RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 385 | Common Collective Trust | — | — | $485K | 6.3% | |
| MYWAYRETIREMENT LARGE CP VAL R RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 690 | Common Collective Trust | — | — | $426K | 5.6% | |
| MYWAYRETIREMENT INDEX 2035 R RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 384 | Common Collective Trust | — | — | $339K | 4.4% | |
| BLACKROCK EAFE EQ IDX R RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 007 | Common Collective Trust | — | — | $339K | 4.4% | |
| MYWAYRETIREMENT INDEX 2040 R RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 379 | Common Collective Trust | — | — | $292K | 3.8% | |
| MYWAYRETIREMENT INDEX 2050 R RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 391 | Common Collective Trust | — | — | $290K | 3.8% | |
| BLACKROCK MID CAP EQ IDX 1 RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 003 | Common Collective Trust | — | — | $267K | 3.5% | |
| MYWAYRETIREMENT EMG MKT R RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 692 | Common Collective Trust | — | — | $204K | 2.7% | |
| BLACKROCK RUSSELL 2000 IDX R RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 004 | Common Collective Trust | — | — | $181K | 2.4% | |
| BLACKROCK US DEBT IDX 1 RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 010 | Common Collective Trust | — | — | $170K | 2.2% | |
| COL OVER VAL CIT MWR INTL VAL RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 589 | Common Collective Trust | — | — | $157K | 2.0% | |
| MYWAYRETIREMENT REAL EST R RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 693 | Common Collective Trust | — | — | $123K | 1.6% | |
| MYWAYRETIREMENT INTL GR R RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 646 | Common Collective Trust | — | — | $114K | 1.5% | |
| MYWAYRETIREMENT INDEX 2065 R RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 636 | Common Collective Trust | — | — | $97K | 1.3% | |
| MYWAYRETIREMENT IDX RET R RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 382 | Common Collective Trust | — | — | $83K | 1.1% | |
| MYWAYRETIREMENT GL BD R RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 694 | Common Collective Trust | — | — | $79K | 1.0% | |
| MYWAYRETIREMENT CORE BD R RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 645 | Common Collective Trust | — | — | $69K | 0.9% | |
| MYWAYRETIREMENT MULTISEC BD R RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 649 | Common Collective Trust | — | — | $59K | 0.8% | |
| VANGUARD FEDERAL MM INV RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 000 | Common Collective Trust | — | — | $45K | 0.6% | |
| MYWAYRETIREMENT INDEX 2030 R RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 378 | Common Collective Trust | — | — | $22K | 0.3% | |
| MYWAYRETIREMENT MD CP VAL R RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 691 | Common Collective Trust | — | — | $12K | 0.2% | |
| MYWAYRETIREMENT MID CAP GR R RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 648 | Common Collective Trust | — | — | $11K | 0.1% | |
| MYWAYRETIREMENT COMM R RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 695 | Common Collective Trust | — | — | $10K | 0.1% | |
| MYWAYRETIREMENT SM CP VAL R RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 651 | Common Collective Trust | — | — | $9K | 0.1% | |
| MYWAYRETIREMENT BAL R RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 644 | Common Collective Trust | — | — | $8K | 0.1% | |
| MYWAYRETIREMENT SM CAP GR R RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 650 | Common Collective Trust | — | — | $6K | <0.1% | |
| BLACKROCK U.S. TIPS INDEX 1 RELIANCE TRUST COMPANY · EIN 38-4065294 / PN 510 | Common Collective Trust | — | — | $5K | <0.1% |