Plan Snapshot
- Plan Sponsor: Conga Corporation
- Sponsor EIN: 205542615
- Sponsor Address: 13699 VIA VARRA, BROOMFIELD, CO, 80020
- Plan Type: 401(k)
- Total Participants: 601
- Total Assets: $100.4M
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 | 601 | $100.4M | $2.3M | $9.6M |
| 2023 | 704 | $86.2M | $2.6M | $10.5M |
| 2022 | 768 | $66.6M | $2.7M | $9.9M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $32,804 | — | $32,804 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $31,280 | — | $31,280 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,084
- Estimated Expense Ratio: 0.064% 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 | $63,636 | $32,804 | — | — | — |
| 2023 | $61,633 | $27,917 | — | — | — |
| 2022 | $75,368 | $21,066 | — | — | — |