Plan Snapshot
- Plan Sponsor: Boys & Girls Clubs Of Metro Denver, INC.
- Sponsor EIN: 840510404
- Sponsor Address: 2017 W 9TH AVENUE, DENVER, CO, 802043845
- Plan Type: 401(k)
- Total Participants: 236
- Total Assets: $10.4M
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 | $10.4M | $594,288 | $579,452 |
| 2023 | 210 | $8.6M | $170,010 | $422,138 |
| 2022 | 184 | $7.3M | $146,970 | $432,548 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INS CO | NONE | $9,867 | $7,703 | $17,570 |
| KUNDINGER, CORDER & MONTOYA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KUNDINGER, CORDER & MONTOYA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,570
- Estimated Expense Ratio: 0.169% 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 | $12,392 | — | $12,392 | — | — |
| 2023 | $2,751 | — | $2,751 | — | — |
| 2022 | $2,875 | — | $2,875 | — | — |