Plan Snapshot
- Plan Sponsor: Applied Control Management, INC.
- Sponsor EIN: 264313888
- Sponsor Address: 13705 COMPARK BLVD, ENGLEWOOD, CO, 801127140
- Plan Type: 401(k)
- Total Participants: 228
- Total Assets: $35.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 228 | $35.1M | $897,687 | $2.1M |
| 2023 | 217 | $31.0M | $873,763 | $2.1M |
| 2022 | 213 | $27.8M | $768,440 | $1.9M |
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 |
|---|---|---|---|---|
| IMA ADVISORY SERVICES, INC. | INVESTMENT ADVISORY | $65,111 | $13 | $65,124 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $59,346 | — | $59,346 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- IMA ADVISORY SERVICES, INC. — INVESTMENT ADVISORY
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,470
- Estimated Expense Ratio: 0.355% 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 | $124,464 | $65,117 | $59,347 | — | — |
| 2023 | $109,493 | $57,670 | $51,823 | — | — |
| 2022 | $119,987 | $69,158 | $50,829 | — | — |