Plan Snapshot
- Plan Sponsor: Boecore, LLC Dba Auria
- Sponsor EIN: 841590236
- Sponsor Address: 1755 TELSTAR DRIVE, SUITE 400, COLORADO SPRINGS, CO, 80920
- Plan Type: 401(k)
- Total Participants: 354
- Total Assets: $44.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 354 | $44.6M | $1.5M | $3.3M |
| 2023 | 280 | $23.0M | $1.1M | $2.1M |
| 2022 | 213 | $17.1M | $775,604 | $1.8M |
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 |
|---|---|---|---|---|
| CREIGHTON RETIREMENT PARTNERS | Investment Advisor | $89,551 | — | $89,551 |
| EMPOWER ANNUITY INS. CO. OF AMERICA | Recordkeeper | $65,837 | — | $65,837 |
| PENTEGRA SERVICES, INC. | Other Service Provider | $23,564 | $10,000 | $33,564 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $28,142 | — | $28,142 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $217,094
- Estimated Expense Ratio: 0.486% 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 | $196,411 | $117,692 | $23,564 | — | — |
| 2023 | $116,616 | $68,083 | $10,242 | — | — |
| 2022 | $99,762 | $45,311 | $54,451 | — | — |