Plan Snapshot
- Plan Sponsor: Backbone Group LLC
- Sponsor EIN: 274343907
- Sponsor Address: 65 N 4TH ST. SUITE 1, CARBONDALE, CO, 81621
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $11.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 128 | $11.2M | $324,563 | $866,726 |
| 2023 | 137 | $8.9M | $312,647 | $806,044 |
| 2022 | 131 | $6.6M | $261,956 | $681,459 |
| 2020 | 115 | $5.0M | $130,097 | $404,088 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $19,982 | — | — | — | — |
| 2023 | $17,890 | $895 | — | — | — |
| 2022 | $15,065 | — | — | — | — |
| 2020 | — | — | — | — | — |