Plan Snapshot
- Plan Sponsor: Career Certified
- Sponsor EIN: 854166844
- Sponsor Address: 5670 GREENWOOD PLAZA BLVD.,, GREENWOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Total Participants: 39
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 39 | $6.2M | $276,367 | $1.0M |
| 2023 | 268 | $4.5M | $304,569 | $1.0M |
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 |
|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | NONE | $27,703 | — | $27,703 |
| NATIONWIDE | NONE | $16,403 | — | $16,403 |
| WATSON COON RYAN, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WELLS FARGO CLEARING SERVICES, LLC — NONE
- NATIONWIDE — NONE
- WATSON COON RYAN, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,106
- Estimated Expense Ratio: 0.713% 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 | $82,399 | — | — | — | — |
| 2023 | $42,025 | — | $42,025 | — | — |