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Original filing (PDF)20251013164441NAL0000846643001
SPANISH PEAKS HEALTHCARE SYSTEMS, INC
Form 5500
FILING_RECEIVED
SPANISH PEAKS HEALTHCARE SYSTEMS 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
478
Accounts w/ balance
394
Plan assets (EOY)
$21.8M
Net assets (EOY)
$21.8M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly 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 SPANISH PEAKS HEALTHCARE SYSTEMS, INC.
Plan sponsor
Name
SPANISH PEAKS HEALTHCARE SYSTEMS, INC
EIN
84-1157827
Address
41 MONTEBELLO ROAD · SUITE 200 · PUEBLO, CO · 81001
Phone
(719) 423-1206
Industry
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
2025-10-13
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
RFARMER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | NONE | $46K | — |
| HUB INTERNATIONAL | — | CHICAGO, IL | NONE | $39K | — |
Investments
27 direct securities· $21.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $2.6M | 11.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.5M | 11.7% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $2.3M | 10.6% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.1M | 9.8% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $2.1M | 9.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.8M | 8.4% | |
| Standard Stable Asset Fund 2 Standard 0 | — | — | — | $1.5M | 6.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.3M | 5.8% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $900K | 4.1% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $847K | 3.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $664K | 3.0% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $559K | 2.6% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $394K | 1.8% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $339K | 1.6% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $255K | 1.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $245K | 1.1% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $235K | 1.1% | |
| Vanguard International Growth Adm Vanguard 0 | — | — | — | $214K | 1.0% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $187K | 0.9% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $161K | 0.7% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $147K | 0.7% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $138K | 0.6% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $110K | 0.5% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $83K | 0.4% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $74K | 0.3% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $36K | 0.2% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $6K | <0.1% |