# Alpine Banks Of Colorado 401(k) Plan
Source: https://planprovider.pro/companies/alpine-banks-of-colorado-840868818-502

> Alpine Banks Of Colorado's 401(k) plan: 798 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:** 502

- **Total Participants:** 798

- **Total Assets:** $4.6M

## 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|798|$4.6M|$10.1M|$787,557|

| 2023|784|$6.7M|$8.8M|$628,088|

| 2022|744|$6.0M|$3.8M|$1.5M|

## 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|

| UMR, INC|Other Service Provider|$501,264|$18,146|$519,410|

| IMA, INC|Investment Advisor|$58,800|—|$58,800|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $578,210

- **Estimated Expense Ratio:** 12.485% 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|$634,571|—|$631,510|$3,061|—|

| 2023|$624,888|—|$608,538|$16,350|—|

| 2022|$583,312|—|$566,034|—|$17,278|

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