Back to filter
Original filing (PDF)20250822154153NAL0009419264001
NORTH RANGE BEHAVIORAL HEALTH
Form 5500
FILING_RECEIVED
NORTH RANGE BEHAVIORAL RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
509
Accounts w/ balance
662
Plan assets (EOY)
$20.3M
Net assets (EOY)
$20.3M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 50 bps in Schedule C fees — 74% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTH RANGE BEHAVIORAL HEALTH.
Plan sponsor
Name
NORTH RANGE BEHAVIORAL HEALTH
EIN
84-0622660
Address
1300 NORTH 17TH AVENUE · GREELEY, CO · 80631
Phone
(970) 347-2345
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-22
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ANDERSON AND WHITNEY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $70K | — |
| PRIME CAPITAL INVESTMENT | — | OVERLAND PARK, KS | NONE | $33K | — |
Investments
34 direct securities· $20.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2055 I T. Rowe Price 0 | — | — | — | $1.8M | 8.9% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $1.6M | 7.8% | |
| T. Rowe Price Retirement 2040 I T. Rowe Price 0 | — | — | — | $1.5M | 7.5% | |
| T. Rowe Price Retirement 2050 I T. Rowe Price 0 | — | — | — | $1.5M | 7.3% | |
| T. Rowe Price Retirement 2045 I T. Rowe Price 0 | — | — | — | $1.5M | 7.3% | |
| T. Rowe Price Retirement 2060 I T. Rowe Price 0 | — | — | — | $1.2M | 5.9% | |
| T. Rowe Price Retirement 2020 I T. Rowe Price 0 | — | — | — | $1.1M | 5.6% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.1M | 5.2% | |
| T. Rowe Price Retirement 2030 I T. Rowe Price 0 | — | — | — | $1.0M | 5.1% | |
| Federated Hermes Ttl Return Bd IS Federated 0 | — | — | — | $822K | 4.1% | |
| Parnassus Core Equity Inst Parnassus 0 | — | — | — | $811K | 4.0% | |
| T. Rowe Price Retirement 2035 I T. Rowe Price 0 | — | — | — | $780K | 3.9% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $764K | 3.8% | |
| Fidelity Advisor Intl Growth Z Fidelity 0 357 JPMorgan Large Cap Growth R6 JPMorgan 0 | — | — | — | $682K | 3.4% | |
| T. Rowe Price Retirement 2025 I T. Rowe Price 0 | — | — | — | $646K | 3.2% | |
| American Century Small Cap Gr R6 American Century 0 | — | — | — | $600K | 3.0% | |
| Vanguard Long-Term Investment Grade Adm Vanguard 0 814 Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $386K | 1.9% | |
| Janus Henderson Global Equity Income N Janus 0 | — | — | — | $349K | 1.7% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $324K | 1.6% | |
| DFA Real Estate Securities Portfolio I DFA 0 | — | — | — | $322K | 1.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $259K | 1.3% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $209K | 1.0% | |
| T. Rowe Price Retirement 2015 I T. Rowe Price 0 | — | — | — | $199K | 1.0% | |
| iShares MSCI EAFE Intl Index K iShares 0 | — | — | — | $183K | 0.9% | |
| JPMorgan Mid Cap Growth R6 JPMorgan 0 | — | — | — | $136K | 0.7% | |
| T. Rowe Price Retirement 2005 I T. Rowe Price 0 | — | — | — | $102K | 0.5% | |
| Vanguard LifeStrategy Growth Inv Vanguard 0 | — | — | — | $101K | 0.5% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 | — | — | — | $72K | 0.4% | |
| T. Rowe Price Retirement 2010 I T. Rowe Price 0 | — | — | — | $66K | 0.3% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $27K | 0.1% | |
| BlackRock Strategic Global Bond Instl Blackrock 0 | — | — | — | $27K | 0.1% | |
| Vanguard LifeStrategy Moderate Gr Inv Vanguard 0 961 Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $25K | 0.1% | |
| Vanguard LifeStrategy Consv Growth Inv Vanguard 0 | — | — | — | $9K | <0.1% | |
| Vanguard LifeStrategy Income Inv Vanguard 0 | — | — | — | $3K | <0.1% |
Related plans
Other plans using ASCENSUS LLC
SUTTER MEDICAL GROUP, INC.
SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN
$1.0B · 1,247 participants
MUTUAL OF OMAHA INSURANCE COMPANY
MUTUAL OF OMAHA 401K RETIREMENT SAVINGS PLAN
$1.0B · 6,050 participants
NORTHEAST GEORGIA HEALTH SYSTEM, INC.
NORTHEAST GEORGIA HEALTH SYSTEM, INC. 401(K) RETIREMENT SAVINGS PLAN
$847.5M · 11,682 participants
GREYSTAR MANAGEMENT SERVICES, LLC.
GREYSTAR 401(K) PLAN
$757.4M · 20,689 participants
MUTUAL OF OMAHA INSURANCE COMPANY
MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN
$515.9M · 305 participants
DAVENPORT & COMPANY LLC
DAVENPORT & COMPANY LLC PROFIT SHARING PLAN
$416.4M · 510 participants
Similar-size Health Care & Social Assistance plans
SPECIAL TREE, LTD.
SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN
$20.3M · 774 participants
MONTE NIDO & AFFILIATES
MONTE NIDO HOLDINGS 401(K) RETIREMENT PLAN
$20.4M · 1,787 participants
NAVOS
NAVOS 401(K) RETIREMENT PLAN
$20.4M · 255 participants
ASHLEY, INC.
ASHLEY, INC. RETIREMENT PLAN
$19.9M · 250 participants
COPE COMMUNITY SERVICES, INC.
COPE RETIREMENT 403(B) PLAN
$19.8M · 391 participants
APT FOUNDATION INC.
403(B) THRIFT PLAN OF APT FOUNDATION, INC.
$19.6M · 302 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B