Plan Snapshot
- Plan Sponsor: Boulder Valley Gastroenterology, INC.
- Sponsor EIN: 841001906
- Sponsor Address: 382 S. ARTHUR AVENUE, LOUISVILLE, CO, 80027
- Plan Type: DC
- Total Participants: 249
- Total Assets: $14.1M
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 | 249 | $14.1M | $993,560 | $925,703 |
| 2023 | 248 | $13.0M | $566,015 | $827,267 |
| 2022 | 115 | $10.3M | $765,255 | $591,227 |
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 |
|---|---|---|---|---|
| BDO USA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, PC — Auditor
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 | $21,509 | — | $21,509 | — | — |
| 2023 | $95,907 | — | $95,907 | — | — |
| 2022 | $40,122 | — | $40,122 | — | — |