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)
- Total Participants: 568
- Total Assets: $247.8M
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 | 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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — 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 | $159,302 | — | — | — | — |
| 2023 | $153,200 | — | — | — | — |
| 2022 | $168,499 | — | — | — | — |