Plan Snapshot
- Plan Sponsor: Aurora Comprehensive Community Mental Health
- Sponsor EIN: 840683346
- Sponsor Address: 1290 CHAMBERS ROAD, AURORA, CO, 800117117
- Plan Type: 403(b)
- Total Participants: 696
- Total Assets: $26.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 696 | $26.8M | $1.1M | $2.5M |
| 2023 | 679 | $23.1M | $1.0M | $2.4M |
| 2022 | 610 | $18.6M | $843,520 | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $106,721 | — | $106,721 |
| WELLS FARGO ADVISORS FINANCIAL NETW | Investment Advisor | — | $25,000 | $25,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $131,721
- Estimated Expense Ratio: 0.492% 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 | $106,721 | — | $106,721 | — | — |
| 2023 | $82,167 | — | $82,167 | — | — |
| 2022 | $76,073 | — | $76,073 | — | — |