# Boulder Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/boulder-associates-inc-401k-plan

> Boulder Associates, INC.'s 401(k) plan: 236 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [EIDE BAILLY LLP](https://planprovider.pro/provider/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|—|—|—|

## Similar Plans

- [Marx/Okubo Associates, Ltd.](https://planprovider.pro/companies/marx-okubo-associates-ltd-401k-plan) — 211 participants

- [Marx/Okubo Associates, Ltd.](https://planprovider.pro/companies/marx-okubo-associates-ltd-plan-002) — 196 participants

- [Davis Partnership, P.C.](https://planprovider.pro/companies/davis-partnership-p-c-401k-plan) — 152 participants

- [Oz Architecture, INC.](https://planprovider.pro/companies/oz-architecture-inc-401k-plan) — 146 participants

- [Norris Design, INC.](https://planprovider.pro/companies/norris-design-inc-401k-plan) — 139 participants

- [Fentress Architects](https://planprovider.pro/companies/fentress-architects-401k-plan) — 96 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/boulder-associates-inc-401k-plan)

© 2026 PlanProvider.Pro