Plan Snapshot
- Plan Sponsor: Bouldercentre For Orthopedics, P.C.
- Sponsor EIN: 840614901
- Sponsor Address: 4740 PEARL PARKWAY, SUITE 200, BOULDER, CO, 80301
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $13.1M
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 | 128 | $13.1M | $501,210 | $812,537 |
| 2023 | 111 | $12.7M | $466,288 | $774,196 |
| 2022 | 115 | $10.5M | $568,746 | $699,148 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | RECORDKEEPER | $28,132 | — | $28,132 |
| EMPOWER ADVISORY GROUP | INVESTMENT MGMT | $6,824 | — | $6,824 |
| ASCENSUS HOLDINGS | CONTRACT ADMIN | $6,113 | — | $6,113 |
| METZ CPA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,069
- Estimated Expense Ratio: 0.313% 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 | $69,342 | — | $69,342 | — | — |
| 2023 | $66,372 | — | $66,372 | — | — |
| 2022 | $57,351 | — | $57,351 | — | — |