Plan Snapshot
- Plan Sponsor: Breckenridge-Wynkoop LLC
- Sponsor EIN: 274650355
- Sponsor Address: 2645 EAST 2ND AVE, DENVER, CO, 80206
- Plan Type: 401(k)
- Total Participants: 529
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 529 | $3.8M | $52,366 | $198,283 |
| 2023 | 464 | $3.5M | $59,166 | $194,423 |
| 2022 | 263 | $3.1M | $66,997 | $191,190 |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | $5,031 | — | $5,031 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,031
- Estimated Expense Ratio: 0.132% 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 | $524,595 | — | $36,914 | — | — |
| 2023 | $33,111 | $9,596 | — | $5,031 | — |
| 2022 | $29,482 | — | — | — | — |