Plan Snapshot
- Plan Sponsor: Birdon America INC.
- Sponsor EIN: 421771496
- Sponsor Address: 4965 KINGSTON ST., DENVER, CO, 80239
- Plan Type: 401(k)
- Total Participants: 315
- Total Assets: $5.0M
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 | 315 | $5.0M | $384,447 | $1.4M |
| 2023 | 233 | $3.2M | $377,024 | $942,193 |
| 2022 | 194 | $1.9M | $233,775 | $663,581 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $39,543 | — | $39,543 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- 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: $39,543
- Estimated Expense Ratio: 0.790% 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 | $39,543 | — | — | — | — |
| 2023 | $7,083 | — | — | — | — |
| 2022 | $9,507 | $1,399 | $8,108 | — | — |