Plan Snapshot
- Plan Sponsor: Boulder Associates, INC.
- Sponsor EIN: 840817826
- Sponsor Address: 1426 PEARL STREET, BOULDER, CO, 80302
- Plan Type: 401(k)
- Total Participants: 236
- Total Assets: $36.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 236 | $36.9M | $1.3M | $2.4M |
| 2023 | 217 | $33.3M | $1.0M | $1.9M |
| 2022 | 156 | $26.3M | $813,499 | $1.4M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $44,124 | — | $44,124 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $39,946 | — | $39,946 |
| CURI RMB CAPITAL LLC | ADVISOR | $23,250 | — | $23,250 |
| RMB RETIREMENT PLAN SOLUTIONS | ADVISOR | $7,750 | — | $7,750 |
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,070
- Estimated Expense Ratio: 0.312% 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 | $114,546 | $67,374 | — | — | — |
| 2023 | $104,187 | $69,753 | $300 | — | — |
| 2022 | $98,022 | $35,911 | — | — | — |