Plan Snapshot
- Plan Sponsor: Alpine Banks Of Colorado
- Sponsor EIN: 840868818
- Sponsor Address: P.O. BOX 10000, GLENWOOD SPRINGS, CO, 81601
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 832
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 832 | $1.6M | $594,675 | $77,200 |
| 2023 | 827 | $1.5M | $580,530 | $68,839 |
| 2022 | 780 | $1.5M | $557,310 | $211,528 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| DALBY WENDLAND & CO PC | Other Service Provider | $6,710 | — | $6,710 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,710
- Estimated Expense Ratio: 0.418% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $54,634 | — | $47,924 | $6,710 | — |
| 2023 | $54,361 | — | $42,511 | $11,850 | — |
| 2022 | $50,483 | — | $36,291 | — | $14,192 |