Plan Snapshot
- Plan Sponsor: Boulder Heavy Industries, LLC
- Sponsor EIN: 208317308
- Sponsor Address: 2000 CENTRAL AVE, BOULDER, CO, 80301
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $7.3M
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 | 89 | $7.3M | $119,439 | $250,520 |
| 2023 | 76 | $6.8M | $303,215 | $653,169 |
| 2022 | 109 | $6.6M | $340,184 | $703,069 |
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. | Investment Advisor | $6,622 | — | $6,622 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $6,365 | — | $6,365 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,987
- Estimated Expense Ratio: 0.178% 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 | $12,987 | $6,622 | — | — | — |
| 2023 | $17,663 | $9,763 | — | — | — |
| 2022 | $15,941 | $8,543 | — | — | — |