Plan Snapshot
- Plan Sponsor: Caleel Hayden LLC
- Sponsor EIN: 391878540
- Sponsor Address: 610 E 55TH AVE, DENVER, CO, 80216
- Plan Type: 401(k)
- Total Participants: 60
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 60 | $3.9M | $76,696 | $297,273 |
| 2023 | 72 | $3.4M | $80,540 | $275,622 |
| 2022 | 70 | $3.0M | $87,060 | $260,163 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — 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 | $20,927 | $18,447 | — | — | — |
| 2023 | $7,690 | $5,586 | — | — | — |
| 2022 | $13,175 | — | — | — | — |