Plan Snapshot
- Plan Sponsor: Brownstein Hyatt Farber Schreck, LLP
- Sponsor EIN: 261367865
- Sponsor Address: 675 15TH STREET, SUITE 2900, DENVER, CO, 802024287
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 950
- Total Assets: $286.7M
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. |
|---|---|---|---|---|
| 2025 | 950 | $286.7M | $0 | $0 |
| 2024 | 568 | $247.8M | $9.0M | $8.9M |
| 2023 | 577 | $229.8M | $2.8M | $8.7M |
| 2022 | 549 | $201.6M | $7.9M | $7.7M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Other Service Provider | $71,166 | — | $71,166 |
| INNOVEST PORTFOLIO SOLUTIONS LLC | Other Service Provider | $60,280 | — | $60,280 |
| PLANTE & MORAN, PLLC | Other Service Provider | $22,800 | — | $22,800 |
| CBIZ B&I | Other Service Provider | $16,319 | — | $16,319 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $170,565
- Estimated Expense Ratio: 0.059% 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 |
|---|---|---|---|---|---|
| 2025 | $18,677,312 | — | — | — | — |
| 2024 | $159,302 | — | — | — | — |
| 2023 | $153,200 | — | — | — | — |
| 2022 | $168,499 | — | — | — | — |