Plan Snapshot
- Plan Sponsor: Boulder Medical Center, P.C.
- Sponsor EIN: 840834835
- Sponsor Address: 2750 BROADWAY, BOULDER, CO, 80304
- Plan Type: DC
- Total Participants: 318
- Total Assets: $76.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 318 | $76.8M | $1.9M | $1.9M |
| 2023 | 312 | $67.2M | $1.9M | $1.8M |
| 2022 | 285 | $57.2M | $2.1M | $1.7M |
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 |
|---|---|---|---|---|
| CBIZ CPA'S P.C | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $54,936 | $53,246 | — | — | — |
| 2023 | $45,893 | $44,613 | — | — | — |
| 2022 | $53,744 | $40,581 | — | — | — |