Plan Snapshot
- Plan Sponsor: Board Of Trustees, Colorado Pipe Industry Annuity
- Sponsor EIN: 846041803
- Sponsor Address: 1391 SPEER BLVD STE 450, DENVER, CO, 80204
- Plan Type: DC
- Total Participants: 1,743
- Total Assets: $67.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 1,743 | $67.5M | $1.2M | $3.8M |
| 2023 | 1,680 | $59.3M | $1.1M | $3.3M |
| 2022 | 1,976 | $50.9M | $866,267 | $3.3M |
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 | Other Service Provider | $237,082 | — | $237,082 |
| PIPE IND H&W FUND OF COLORADO | Recordkeeper | $60,982 | — | $60,982 |
| INNOVEST PORTFOLIO | Other Service Provider | $37,598 | — | $37,598 |
| MILLER KAPLAN ARASE LLP | Auditor | $26,811 | — | $26,811 |
| SPENCER FANE LLP | ERISA Attorney | $7,215 | — | $7,215 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PIPE IND H&W FUND OF COLORADO — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
- SPENCER FANE LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $369,688
- Estimated Expense Ratio: 0.547% 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 | $402,870 | $37,598 | — | $22,575 | — |
| 2023 | $353,573 | $36,294 | — | $21,500 | — |
| 2022 | $371,145 | $255,169 | — | — | $33,982 |